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Fundx shares owned by First American Trust

Quarter-by-quarter ownership of Fundx (XCOR) shares owned by First American Trust from 13F filings

Historical chart of First American Trust investment in Fundx

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All positions including Fundx held by First American Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundx by First American Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $434k 6.4k 67.93
2024-06-30 $423k 6.4k 66.29
2024-03-31 $393k 6.4k 61.47
2023-12-31 $353k 6.4k 55.34
2023-09-30 $315k 6.4k 49.33
2023-06-30 $329k 6.4k 51.53
2023-03-31 $307k 6.4k 48.08
2022-12-31 $312k 6.4k 48.86

More positions owned by First American Trust

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Amazon.com Common Stock (AMZN)
Vanguard Unit Investment (VTV)
Eli Lilly & Co Common Stock (LLY)
Nvidia Corp Common Stock (NVDA)
First American Financial Common Stock (FAF)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Oracle Corp Common Stock (ORCL)
Alerian Commodities Etf (AMLP)
Meta Platforms Common Stock (META)
Ishares Commodities Etf (IAU)
Wal-mart Stores Common Stock (WMT)
Elevance Health Common Stock (ELV)

View all positions for First American Trust

Top funds holding Fundx

One Capital Management
Creative Planning
AlTi Global
First American Trust
Susquehanna International
AIMZ Investment Advisors
Advisor Group Holdings
Morgan Stanley

View all funds holding Fundx