Investment Managers Ser Tr I shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Investment Managers Ser Tr I
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All positions including Investment Managers Ser Tr I held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Investment Managers Ser Tr I by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $319k | 9.6k | 33.22 |
| 2023-09-30 | $284k | 9.6k | 29.60 |
| 2023-06-30 | $300k | 9.6k | 31.27 |
| 2023-03-31 | $277k | 9.6k | 28.87 |
| 2022-12-31 | $260k | 9.6k | 27.12 |
| 2022-09-30 | $238k | 9.6k | 24.81 |
| 2022-06-30 | $251k | 9.6k | 26.16 |
| 2022-03-31 | $734k | 23k | 31.38 |