WAMVX
Wasatch Micro Cap Value Fund
1W: -1.1%
1M: -3.1%
3M: -7.6%
YTD: +13.4%
1Y: +2.0%
3Y: +56.8%
5Y: +42.8%
$4.68
+0.04 (+0.86%)
Weekly Expected Move ±1.6%
$4
$5
$5
$5
$5
Institutional Ownership — WAMVX
2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
0
Increased
0
Reduced
0
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. | 142,593 | $667K | — | +0.0% | 6Q | SEC ↗ |
| 2 | NORTH STAR ASSET MANAGEMENT INC | 20,470 | $96K | — | +0.0% | 23Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.