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American Funds New World Fund;529-F-2 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of American Funds New World Fund;529-F-2 (FNFWX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in American Funds New World Fund;529-F-2

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All positions including American Funds New World Fund;529-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 American Funds New World Fund;529-F-2 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $235k 2.7k 85.58
2024-06-30 $218k 2.7k 80.03
2024-03-31 $213k 2.7k 78.74
2021-12-31 $205k 2.4k 86.06

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Top funds holding American Funds New World Fund;529-F-2

Encompass Wealth Advisors

View all funds holding American Funds New World Fund;529-F-2