Amer FND Fndmntl Invst-R5RFNFX
13F holders, Q1 2024 (March 31)1holders
$79.58avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Amer FND Fndmntl Invst-R5 (RFNFX) in their 13F filings. The largest holder was Grey Fox Wealth Advisors, LLC ($287K).
- Company
- Amer FND Fndmntl Invst-R5
- Filed as
- American Funds Fundamental Inv R5 (Q1 2024)
- CUSIP
- 360802839
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $287K |
| Exits | 0 | $0 |
Ownership 1 holders
| Grey Fox Wealth Advisors, LLC | 0.11% | New | 3,603 | $287K |
"% 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.