Amer FND 2035 TRGT RTRM-R6RFFTX

13F holders, Q2 2024 (June 30)
1holders
0new positions
0sold out
$18.97avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Amer FND 2035 TRGT RTRM-R6 (RFFTX) 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 ($260K).

Company
Amer FND 2035 TRGT RTRM-R6
Filed as
American Funds Trgt Date Ret 2035 R6 (Q2 2024)
CUSIP
02630T340
Latest filing quarter
Q1 2025

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q1 2025: 1Q1 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 557 shares bought, net +557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Grey Fox Wealth Advisors, LLC 0.09% Add +4.2% 13,688 $260K

"% of holder's portfolio" is RFFTX's weight in each manager's 13F, not the share of Amer FND 2035 TRGT RTRM-R6 the manager owns.