American Funds mutual funds - shares owned by Rothschild Investment Corp
Quarter-by-quarter ownership of American Funds mutual funds - (FWMIX) shares owned by Rothschild Investment Corp
from 13F filings
Historical chart of Rothschild Investment Corp investment in American Funds mutual funds -
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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 | $771k | 15k | 52.73 |
| 2023-06-30 | $541k | 10k | 54.16 |
| 2023-03-31 | $493k | 9.4k | 52.32 |
| 2022-12-31 | $488k | 9.4k | 51.98 |
| 2022-09-30 | $463k | 9.8k | 47.39 |
| 2022-06-30 | $412k | 8.1k | 50.67 |
| 2022-03-31 | $425k | 7.2k | 59.00 |
| 2021-12-31 | $660k | 11k | 60.42 |
| 2021-09-30 | $567k | 10k | 55.31 |
| 2021-06-30 | $598k | 11k | 55.75 |
| 2021-03-31 | $543k | 10k | 54.18 |
| 2020-12-31 | $354k | 7.1k | 50.15 |
| 2020-09-30 | $239k | 5.2k | 45.81 |
| 2020-06-30 | $206k | 4.7k | 43.53 |
| 2019-03-31 | $213k | 4.7k | 45.05 |
More positions owned by Rothschild Investment Corp
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Top funds holding American Funds mutual funds -
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