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
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Quarterly reported holdings in Fundamental Invs Inc cl f2 by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $293k | 3.4k | 85.39 |
| 2024-06-30 | $279k | 3.4k | 81.09 |
| 2024-03-31 | $273k | 3.4k | 79.47 |
| 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 |
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