Amer FND Inv Co. of Am-AAIVSX
13F holders, Q2 2024 (June 30)8holders +1
1new positions
0sold out
$57.16avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Amer FND Inv Co. of Am-A (AIVSX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were North Star Asset Management Inc. ($408K), Coston, McIsaac & Partners ($274K) and Tucker Asset Management LLC ($256K).
- Company
- Amer FND Inv Co. of Am-A
- Filed as
- AMERICAN FUNDS INVMT CO OF AMER A (Q2 2024)
- CUSIP
- 461308108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 249 shares bought and 846 shares sold, net −597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| North Star Asset Management Inc. | 0.02% | Add +0.4% | 7,139 | $408K |
| Coston, McIsaac & Partners | 0.09% | Add +0.7% | 4,806 | $274K |
| Tucker Asset Management LLC | 0.06% | Reduce -11.7% | 4,477 | $256K |
| Fulton Bank, N.A. | 0.01% | Reduce -6.0% | 3,905 | $223K |
| Game Plan Financial Advisors, LLC | 0.09% | Add +0.7% | 2,729 | $156K |
| Westside Investment Management, Inc. | 0.01% | Add +0.7% | 1,051 | $60K |
| Estabrook Capital Management | 0.01% | Add +0.7% | 1,031 | $59K |
| ORG Partners LLC | 0.00% | New | 160 | $9K |
"% 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.