Williams Jones Wealth Management, LLC. - WJA VALUE EQUITY FUND ownership

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WJA VALUE EQUITY FUND's ticker is and the CUSIP is 99E158046. A total of 1 filers reported holding WJA VALUE EQUITY FUND in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of WJA VALUE EQUITY FUND
ValueSharesWeighting
Q1 2023$2,062,474
+7.7%
9840.0%0.03%0.0%
Q4 2022$1,915,693
-88.6%
984
-90.0%
0.03%
-89.1%
Q3 2022$16,846,000
-4.3%
9,839
-4.6%
0.29%
+2.8%
Q2 2022$17,597,000–10,318–0.28%–
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Other shareholders
WJA VALUE EQUITY FUND shareholders Q4 2022
NameSharesValueWeighting ↓
Williams Jones Wealth Management, LLC. 984$1,915,6930.03%
View complete list of WJA VALUE EQUITY FUND shareholders