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American Funds mutual funds - shares owned by Rothschild Investment Corp

Quarter-by-quarter ownership of American Funds mutual funds - (SFCWX) shares owned by Rothschild Investment Corp from 13F filings

Historical chart of Rothschild Investment Corp investment in American Funds mutual funds -

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Funds mutual funds - by Rothschild Investment Corp

Quarter filed Position value Share count Share price at filing
2023-09-30 $662k 11k 60.38
2023-06-30 $327k 5.1k 64.21
2023-03-31 $311k 5.1k 61.06
2022-12-31 $292k 5.1k 57.33
2022-09-30 $270k 5.1k 53.14
2022-06-30 $280k 5.0k 55.65
2022-03-31 $252k 3.6k 69.14
2021-12-31 $298k 3.6k 81.76
2021-09-30 $293k 3.3k 89.66
2021-06-30 $283k 3.1k 90.16
2021-03-31 $282k 3.4k 83.33
2020-12-31 $283k 3.5k 80.81
2020-09-30 $748k 11k 67.20
2020-06-30 $212k 3.5k 60.99
2019-12-31 $241k 4.1k 59.48
2019-09-30 $403k 7.2k 55.87
2019-06-30 $411k 7.2k 56.98
2019-03-31 $394k 7.2k 54.62
2018-12-31 $200k 4.2k 47.21
2018-09-30 $242k 4.0k 60.62

Top funds holding American Funds mutual funds -