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Europacific Growth Fd shs cl f-2 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Europacific Growth Fd shs cl f-2 (AEPFX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Europacific Growth Fd shs cl f-2

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All positions including Europacific Growth Fd shs cl f-2 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Europacific Growth Fd shs cl f-2 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 74k 60.16
2024-06-30 $4.4M 77k 57.08
2024-03-31 $4.5M 77k 58.59
2023-09-30 $3.9M 76k 51.19
2023-06-30 $4.2M 76k 54.67
2023-03-31 $4.3M 79k 53.72
2022-12-31 $3.9M 79k 48.90
2022-09-30 $3.5M 81k 43.57
2022-06-30 $3.9M 82k 48.08
2022-03-31 $4.8M 85k 56.66
2021-12-31 $5.4M 84k 64.58
2021-09-30 $5.8M 85k 68.90
2021-06-30 $5.9M 84k 70.56
2021-03-31 $5.9M 84k 70.37

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)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Europacific Growth Fd shs cl f-2

Encompass Wealth Advisors
North Star Asset Management
CSM Advisors
Wintrust Financial Corporation
Eagle Bay Advisors
Tucker Asset Management

View all funds holding Europacific Growth Fd shs cl f-2