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Primecap Odyssey Aggressive Gr shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Primecap Odyssey Aggressive Gr (POAGX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Primecap Odyssey Aggressive Gr

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All positions including Primecap Odyssey Aggressive Gr held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Primecap Odyssey Aggressive Gr by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $729k 16k 47.02
2024-06-30 $704k 16k 45.39
2024-03-31 $696k 16k 44.91
2023-09-30 $603k 15k 41.10
2023-06-30 $619k 15k 42.15
2023-03-31 $589k 15k 40.13
2022-12-31 $532k 15k 36.25
2022-09-30 $492k 13k 37.03
2022-06-30 $512k 13k 38.54
2022-03-31 $629k 13k 47.35
2021-12-31 $700k 13k 52.69
2021-09-30 $687k 12k 57.59
2021-06-30 $713k 12k 59.77
2021-03-31 $672k 12k 56.33

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 Primecap Odyssey Aggressive Gr

Encompass Wealth Advisors

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