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American Funds mutual funds - shares owned by ORG Partners

Quarter-by-quarter ownership of American Funds mutual funds - (FWMIX) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in American Funds mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including American Funds mutual funds - held by ORG Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds mutual funds - by ORG Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $130k 2.3k 57.25
2023-09-30 $301k 5.7k 52.76

More positions owned by ORG Partners

Energy Transfer Limited Partnershp (ET)
Gilead Sciences Common Stock (GILD)
1/100 Berkshire Htwy Common Stock
Sprott Physical Gold Etv Closed End Mutl Fund (PHYS)
Berkshire Hathaway Common Stock (BRK.B)
Enterprise Prods Part Limited Partnershp (EPD)
Amgen Common Stock (AMGN)
Cathay General Banco Common Stock (CATY)
Cohen Steers Qual Income Closed End Mutl Fund (RQI)
Alibaba Group Hldg Ltd F American Depository (BABA)
Nvidia Corp Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Brit Amer Tobacco F American Depository (BTI)
Apple Common Stock (AAPL)
Roche Hldg Ag F American Depository (RHHBY)

View all positions for ORG Partners

Top funds holding American Funds mutual funds -

Ethos Financial Group
Game Plan Financial Advisors

View all funds holding American Funds mutual funds -