American Funds Growth Fund of Amer 529F2's ticker is and the CUSIP is 399874742. A total of 1 filers reported holding American Funds Growth Fund of Amer 529F2 in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $629,324 | -2.2% | 10,595 | +0.1% | 0.21% | 0.0% |
Q2 2023 | $643,663 | +11.1% | 10,580 | +0.3% | 0.21% | +6.1% |
Q1 2023 | $579,598 | +12.6% | 10,550 | +1.3% | 0.20% | +4.8% |
Q4 2022 | $514,534 | +4.8% | 10,418 | +7.0% | 0.19% | +0.5% |
Q3 2022 | $491,000 | -2.0% | 9,741 | +0.6% | 0.19% | +5.6% |
Q2 2022 | $501,000 | -23.4% | 9,686 | -1.9% | 0.18% | +7.3% |
Q1 2022 | $654,000 | -6.7% | 9,873 | +5.4% | 0.16% | -3.5% |
Q4 2021 | $701,000 | +69.7% | 9,365 | +71.4% | 0.17% | +58.3% |
Q3 2021 | $413,000 | +5.4% | 5,463 | +4.4% | 0.11% | +12.5% |
Q2 2021 | $392,000 | +6.5% | 5,234 | +2.0% | 0.10% | +2.1% |
Q1 2021 | $368,000 | – | 5,132 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ENCOMPASS WEALTH ADVISORS, LLC | 10,595 | $629,324 | 0.21% |