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Swiss Helvetia Fund shares owned by Sanctuary Advisors

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Sanctuary Advisors from 13F filings

Historical chart of Sanctuary Advisors investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Sanctuary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $710k 91k 7.80
2024-06-30 $678k 90k 7.56

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Top funds holding Swiss Helvetia Fund

Allspring Global Investments Holdings
Lazard Asset Management
1607 Capital Partners
Shaker Financial Services
CSS
Gardner Russo & Gardner
Brooklyn Capital Management
Karpus Investment Management
Commonwealth Equity Services
Envestnet Asset Management
Morgan Stanley
Uncommon Cents Investing
Blue Bell Private Wealth Management
Sanctuary Advisors
CNH Partners

View all funds holding Swiss Helvetia Fund