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American Funds Growth Fund of Amer 529F2 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of American Funds Growth Fund of Amer 529F2 (FAFGX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in American Funds Growth Fund of Amer 529F2

Tip: Access up to 7 years of quarterly data

All positions including American Funds Growth Fund of Amer 529F2 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds Growth Fund of Amer 529F2 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $629k 11k 59.40
2023-06-30 $644k 11k 60.84
2023-03-31 $580k 11k 54.94
2022-12-31 $515k 10k 49.39
2022-09-30 $491k 9.7k 50.41
2022-06-30 $501k 9.7k 51.72
2022-03-31 $654k 9.9k 66.24
2021-12-31 $701k 9.4k 74.85
2021-09-30 $413k 5.5k 75.60
2021-06-30 $392k 5.2k 74.89
2021-03-31 $368k 5.1k 71.71