Amer FNDS New World-529F2FNFWX

13F holders, Q1 2024 (March 31)
1holders
$78.74avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Amer FNDS New World-529F2 (FNFWX) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($213K).

Company
Amer FNDS New World-529F2
Filed as
American Funds New World 529-F-2 (Q1 2024)
CUSIP
649280740
Latest filing quarter
Q3 2024

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

Encompass Wealth Advisors, LLC 0.06% Add +0.1% 2,699 $213K

"% of holder's portfolio" is FNFWX's weight in each manager's 13F, not the share of Amer FNDS New World-529F2 the manager owns.