Principal Fds Inc mc bld fd intl shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Principal Fds Inc mc bld fd intl (PCBIX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Principal Fds Inc mc bld fd intl
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Quarterly reported holdings in Principal Fds Inc mc bld fd intl by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 36k | 45.86 |
| 2024-06-30 | $1.5M | 36k | 41.36 |
| 2024-03-31 | $1.6M | 38k | 42.50 |
| 2023-09-30 | $1.2M | 35k | 34.20 |
| 2023-06-30 | $1.4M | 38k | 36.12 |
| 2023-03-31 | $1.3M | 40k | 32.94 |
| 2022-12-31 | $1.3M | 41k | 31.20 |
| 2022-09-30 | $1.2M | 41k | 29.76 |
| 2022-06-30 | $1.3M | 42k | 30.73 |
| 2022-03-31 | $1.6M | 42k | 37.00 |
| 2021-12-31 | $1.8M | 42k | 41.84 |
| 2021-09-30 | $1.8M | 43k | 41.16 |
| 2021-06-30 | $1.8M | 44k | 40.87 |
| 2021-03-31 | $1.8M | 46k | 39.80 |
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