| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Williams Jones Wealth Management, LLC. | 4 | 4 | 0.03% | 0.16% | 0.29% | Q2 2022 | Q1 2023 | 4 |
| WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.14% | 0.15% | 0.17% | Q1 2016 | Q2 2017 | 2 |
This page lists all the filers that currently own WJA VALUE EQUITY FUND or have owned WJA VALUE EQUITY FUND in the past.