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Amer Fds 2040 Tgt Date Ret shares owned by Rothschild Investment Corp

Quarter-by-quarter ownership of Amer Fds 2040 Tgt Date Ret (FCGTX) shares owned by Rothschild Investment Corp from 13F filings

Historical chart of Rothschild Investment Corp investment in Amer Fds 2040 Tgt Date Ret

Tip: Access up to 7 years of quarterly data

All positions including Amer Fds 2040 Tgt Date Ret held by Rothschild Investment Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer Fds 2040 Tgt Date Ret by Rothschild Investment Corp

Quarter filed Position value Share count Share price at filing
2023-09-30 $888k 52k 17.11
2023-06-30 $920k 52k 17.72
2020-12-31 $188k 10k 18.54