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Fundamental Invs Inc cl f2 shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Fundamental Invs Inc cl f2 (FINFX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Fundamental Invs Inc cl f2

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All positions including Fundamental Invs Inc cl f2 held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs Inc cl f2 by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $38k 487 78.03
2023-12-31 $34k 487 69.82
2023-09-30 $32k 487 65.71
2023-06-30 $51k 766 66.58
2023-03-31 $48k 766 62.66
2022-12-31 $46k 766 60.05
2022-09-30 $42k 766 54.83

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Williams Sonoma Common Stock (WSM)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Apple Common Stock (AAPL)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Walmart Common Stock (WMT)
Procter & Gamble Common Stock (PG)
Pepsico Common Stock (PEP)
Mcdonalds Corp Common Stock (MCD)
The Coca-cola Common Stock (KO)
Ingredion Common Stock (INGR)
Johnson & Johnson Common Stock (JNJ)

View all positions for Coston, McIsaac & Partners

Top funds holding Fundamental Invs Inc cl f2

Coston, McIsaac & Partners
Tucker Asset Management

View all funds holding Fundamental Invs Inc cl f2