Williams Jones Wealth Management, LLC. - PUTNAM EQUITY INCOME FD NEW CL ownership

PUTNAM EQUITY INCOME FD NEW CL's ticker is and the CUSIP is 746745108. A total of 1 filers reported holding PUTNAM EQUITY INCOME FD NEW CL in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of PUTNAM EQUITY INCOME FD NEW CL
ValueSharesWeighting
Q3 2023$680,367
-1.8%
23,0790.0%0.01%0.0%
Q2 2023$693,061
+4.9%
23,0790.0%0.01%0.0%
Q1 2023$660,520
+1.5%
23,0790.0%0.01%
-9.1%
Q4 2022$651,057
+5.5%
23,0790.0%0.01%0.0%
Q3 2022$617,000
-4.0%
23,0790.0%0.01%
+10.0%
Q2 2022$643,000
-10.7%
23,0790.0%0.01%0.0%
Q1 2022$720,000
+0.1%
23,0790.0%0.01%
+11.1%
Q4 2021$719,000
+1.0%
23,0790.0%0.01%
-10.0%
Q3 2021$712,000
-0.4%
23,0790.0%0.01%0.0%
Q2 2021$715,000
+6.2%
23,0790.0%0.01%
-9.1%
Q1 2021$673,000
+10.7%
23,0790.0%0.01%
+10.0%
Q4 2020$608,000
+10.1%
23,0790.0%0.01%0.0%
Q3 2020$552,000
+3.8%
23,0790.0%0.01%
-9.1%
Q2 2020$532,000
+16.9%
23,0790.0%0.01%
-8.3%
Q1 2020$455,000
-25.5%
23,0790.0%0.01%0.0%
Q4 2019$611,000
+5.9%
23,0790.0%0.01%0.0%
Q3 2019$577,00023,0790.01%
Other shareholders
PUTNAM EQUITY INCOME FD NEW CL shareholders Q1 2022
NameSharesValueWeighting ↓
Williams Jones Wealth Management, LLC. 23,079$720,0000.01%
View complete list of PUTNAM EQUITY INCOME FD NEW CL shareholders