Amer FND GRW FD of Am-529F2FAFGX
13F holders, Q3 2024 (September 30)1holders −1
0new positions
1sold out
$77.60avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Amer FND GRW FD of Am-529F2 (FAFGX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holder was Encompass Wealth Advisors, LLC ($890K).
- Company
- Amer FND GRW FD of Am-529F2
- Filed as
- American Funds Growth Fund of Amer 529F2 (Q3 2024)
- CUSIP
- 399874742
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $255K |
All 13F filers, Q2 2024 → Q3 2024: 246 shares bought and 3,403 shares sold, net −3,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.22% | Add +2.2% | 11,475 | $890K |
"% of holder's portfolio" is FAFGX's weight in each manager's 13F, not the share of Amer FND GRW FD of Am-529F2 the manager owns.