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Westwood Quality Small Cap Fund Instl Cl N/l shares owned by Atlas Wealth

Quarter-by-quarter ownership of Westwood Quality Small Cap Fund Instl Cl N/l (WHGSX) shares owned by Atlas Wealth from 13F filings

Historical chart of Atlas Wealth investment in Westwood Quality Small Cap Fund Instl Cl N/l

Tip: Access up to 7 years of quarterly data

All positions including Westwood Quality Small Cap Fund Instl Cl N/l held by Atlas Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Westwood Quality Small Cap Fund Instl Cl N/l by Atlas Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1B 153k 20029.95
2023-09-30 $3.0B 159k 18570.00
2023-06-30 $3.3B 163k 20030.02
2023-03-31 $3.2B 169k 18749.98

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Pioneer Mun High Income Opport Closed End Investment Co. Non Tax Dividend (MIO)
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Nuveen Preferred & Income Term Closed End Funds - Taxable (JPI)
Ecofin Sustainable And Social Com Sh Ben Int Closed End Funds - Taxable (TEAF)

View all positions for Atlas Wealth

Top funds holding Westwood Quality Small Cap Fund Instl Cl N/l

Atlas Wealth

View all funds holding Westwood Quality Small Cap Fund Instl Cl N/l