WAMCX
Wasatch Ultra Growth Fund
1W: -0.4%
1M: -3.9%
3M: -7.6%
YTD: +5.7%
1Y: +15.9%
3Y: +35.1%
5Y: -25.2%
$35.57
+0.14 (+0.40%)
Weekly Expected Move ±1.9%
$34
$35
$35
$36
$37
Institutional Ownership — WAMCX
2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 6,184 | $220K | -1,490 | -19.4% | 4Q | SEC ↗ |
| 2 | OAKWORTH CAPITAL, INC. | 0 | $0K | -300 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OAKWORTH CAPITAL, INC. | 300 | $11K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Williams Jones Wealth Management, L | -1,490 | -19.4% | 6,184 |