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Wasatch Small Cap Value Fund Instl Cl N/l shares owned by Atlas Wealth

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

Historical chart of Atlas Wealth investment in Wasatch Small Cap Value Fund Instl Cl N/l

Tip: Access up to 7 years of quarterly data

All positions including Wasatch Small Cap Value 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 Wasatch Small Cap Value Fund Instl Cl N/l by Atlas Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $382M 35k 10899.95
2023-09-30 $298M 32k 9240.05
2023-06-30 $313M 32k 9699.89
2023-03-31 $477M 55k 8609.94

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Apple Incorporated Common Stock (AAPL)
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Procter And Gamble Company Common Stock (PG)
Microsoft Corporation Common Stock (MSFT)
Pioneer Mun High Income Opport Closed End Investment Co. Non Tax Dividend (MIO)
Blackrock Cap Allocation Term Closed End Funds - Taxable (BCAT)
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 Wasatch Small Cap Value Fund Instl Cl N/l

Atlas Wealth
Tucker Asset Management

View all funds holding Wasatch Small Cap Value Fund Instl Cl N/l