Amer FND 2030 TRGT RTRM-R6RFETX

13F holders, Q2 2024 (June 30)
1holders
0new positions
0sold out
$17.20avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Amer FND 2030 TRGT RTRM-R6 (RFETX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Grey Fox Wealth Advisors, LLC ($384K).

Company
Amer FND 2030 TRGT RTRM-R6
Filed as
American Funds Trgt Date Ret 2030 R6 (Q2 2024)
CUSIP
02630T332
Latest filing quarter
Q2 2024

History

Number of 13F holders

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

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 623 shares bought, net +623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Grey Fox Wealth Advisors, LLC 0.14% Add +2.9% 22,313 $384K

"% of holder's portfolio" is RFETX's weight in each manager's 13F, not the share of Amer FND 2030 TRGT RTRM-R6 the manager owns.