Amer FND Inv Co. of Am-AAIVSX
13F holders, Q1 2024 (March 31)7holders
$55.50avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Amer FND Inv Co. of Am-A (AIVSX) in their 13F filings. The largest holders were North Star Asset Management Inc. ($395K), Tucker Asset Management LLC ($282K) and Coston, McIsaac & Partners ($265K).
- Company
- Amer FND Inv Co. of Am-A
- Filed as
- AMERICAN FUNDS INVMT CO OF AMER A (Q1 2024)
- CUSIP
- 461308108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $231K |
| Exits | 3 | $134K |
Ownership 7 holders
| North Star Asset Management Inc. | 0.02% | Add +4.8% | 7,113 | $395K |
| Tucker Asset Management LLC | 0.07% | Add +6.1% | 5,072 | $282K |
| Coston, McIsaac & Partners | 0.09% | Add +0.3% | 4,775 | $265K |
| Fulton Bank, N.A. | 0.01% | New | 4,156 | $231K |
| Game Plan Financial Advisors, LLC | 0.09% | Add +1.6% | 2,711 | $150K |
| Westside Investment Management, Inc. | 0.01% | Add +0.3% | 1,044 | $58K |
| Estabrook Capital Management | 0.01% | Add +0.3% | 1,024 | $57K |
"% of holder's portfolio" is AIVSX's weight in each manager's 13F, not the share of Amer FND Inv Co. of Am-A the manager owns.