Amer FND Fndmntl Invst-R5RFNFX
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$81.23avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Amer FND Fndmntl Invst-R5 (RFNFX) 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 ($282K).
- Company
- Amer FND Fndmntl Invst-R5
- Filed as
- American Funds Fundamental Inv R5 (Q2 2024)
- CUSIP
- 360802839
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 132 shares sold, net −132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Grey Fox Wealth Advisors, LLC | 0.10% | Reduce -3.7% | 3,471 | $282K |
"% of holder's portfolio" is RFNFX's weight in each manager's 13F, not the share of Amer FND Fndmntl Invst-R5 the manager owns.