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Atlantic Trust Disciplined shares owned by Sequent Asset Management

Quarter-by-quarter ownership of Atlantic Trust Disciplined (AWEIX) shares owned by Sequent Asset Management from 13F filings

Historical chart of Sequent Asset Management investment in Atlantic Trust Disciplined

Tip: Access up to 7 years of quarterly data

All positions including Atlantic Trust Disciplined held by Sequent Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Atlantic Trust Disciplined by Sequent Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 8.6k 34.17
2025-03-31 $259k 8.6k 30.08
2024-12-31 $267k 8.6k 31.10
2024-09-30 $281k 8.6k 32.68
2024-06-30 $269k 8.6k 31.25
2024-03-31 $259k 8.6k 30.14
2023-12-31 $239k 8.6k 27.76

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Top funds holding Atlantic Trust Disciplined

Sequent Asset Management

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