AGTHX — American Funds Growth Fund of

Ownership history in 55I, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which 55I, LLC reported a position in American Funds Growth Fund of (AGTHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2022 Q2)
Avg. % of fund
0.01%
First filed
2021 Q4
Last filed
2022 Q2
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 ADDED 9,340 +3,041 +48.3% 0.01% $484K $28.37
2022 Q1 REDUCED 6,299 -701 -10.0% 0.01% $418K $36.36
2021 Q4 INITIATED 7,000 — — 0.01% $520K $40.71
% of Fund (quarterly)    AGTHX price (monthly, adj. close)

Other funds also holding AGTHX

As of 2025 Q4 — sorted by position size

Coston, McIsaac & Partners 3Y 0.22% Motiv8 Investments LLC 0.13% Ethos Financial Group, LLC 3Y 0.04% Westside Investment Management, Inc. 3Y 7Y 0.03% FULTON BANK, N.A. 3Y 7Y 0.02% BECK MACK & OLIVER LLC 3Y 7Y 0.01% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 0.01% KELLEHER FINANCIAL ADVISORS 3Y 7Y 0.01% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.01% Game Plan Financial Advisors, LLC 3Y 0.0%
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