Amer FND Inv Co. of Am-AAIVSX
13F holders, Q3 2024 (September 30)8holders
1new positions
1sold out
$60.71avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding Amer FND Inv Co. of Am-A (AIVSX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were North Star Asset Management Inc. ($386K), Coston, McIsaac & Partners ($293K) and Tucker Asset Management LLC ($266K).
- Company
- Amer FND Inv Co. of Am-A
- Filed as
- AMERICAN FUNDS INVMT CO OF AMER A (Q3 2024)
- CUSIP
- 461308108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $24K |
| Exits | 1 | $9K |
All 13F filers, Q2 2024 → Q3 2024: 411 shares bought and 1,067 shares sold, net −656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| North Star Asset Management Inc. | 0.02% | Reduce -11.2% | 6,339 | $386K |
| Coston, McIsaac & Partners | 0.08% | Add +0.2% | 4,817 | $293K |
| Tucker Asset Management LLC | 0.06% | Reduce -2.4% | 4,371 | $266K |
| Fulton Bank, N.A. | 0.01% | No change | 3,905 | $238K |
| Game Plan Financial Advisors, LLC | 0.09% | Add +0.3% | 2,737 | $167K |
| Estabrook Capital Management | 0.01% | Add +0.3% | 1,034 | $63K |
| Westside Investment Management, Inc. | 0.01% | Reduce -0.1% | 1,050 | $61K |
| Eagle Bay Advisors LLC | 0.01% | New | 389 | $24K |
"% 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.