Encompass Wealth Advisors »

Fundamental Invs Inc cl f2 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Fundamental Invs Inc cl f2 (FINFX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Fundamental Invs Inc cl f2

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Invs Inc cl f2 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fundamental Invs Inc cl f2 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $223k 3.4k 65.72
2023-06-30 $230k 3.4k 67.77
2023-03-31 $255k 4.0k 63.60
2022-12-31 $241k 4.0k 60.20
2022-09-30 $221k 4.0k 55.36
2022-06-30 $234k 4.0k 58.65
2022-03-31 $294k 4.1k 71.31
2021-12-31 $321k 4.2k 75.99
2021-09-30 $313k 4.2k 75.19
2021-06-30 $280k 3.7k 76.13
2021-03-31 $272k 3.6k 76.02

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding Fundamental Invs Inc cl f2

Coston, McIsaac & Partners
Tucker Asset Management

View all funds holding Fundamental Invs Inc cl f2