Wja Value Equity Fund mf shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Wja Value Equity Fund mf shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Wja Value Equity Fund mf
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Quarterly reported holdings in Wja Value Equity Fund mf by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $2.1M | 984 | 2096.01 |
| 2022-12-31 | $1.9M | 984 | 1946.84 |
| 2022-09-30 | $17M | 9.8k | 1712.17 |
| 2022-06-30 | $18M | 10k | 1705.47 |
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