Amer FND Inv Co. of Am-AAIVSX
13F holders, Q4 2024 (December 31)8holders
0new positions
1sold out
$57.68avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Amer FND Inv Co. of Am-A (AIVSX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were North Star Asset Management Inc. ($379K), Coston, McIsaac & Partners ($299K) and Fulton Bank, N.A. ($225K).
- Company
- Amer FND Inv Co. of Am-A
- Filed as
- AMERICAN FUNDS INVMT CO OF AMER A (Q4 2024)
- CUSIP
- 461308108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $24K |
All 13F filers, Q3 2024 → Q4 2024: 779 shares bought and 1,269 shares sold, net −490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| North Star Asset Management Inc. | 0.02% | Add +3.7% | 6,574 | $379K |
| Coston, McIsaac & Partners | 0.09% | Add +7.8% | 5,194 | $299K |
| Fulton Bank, N.A. | 0.01% | No change | 3,905 | $225K |
| Tucker Asset Management LLC | 0.05% | Reduce -20.1% | 3,491 | $201K |
| Game Plan Financial Advisors, LLC | 0.08% | No change | 2,737 | $158K |
| Westside Investment Management, Inc. | 0.01% | Add +8.2% | 1,136 | $66K |
| Estabrook Capital Management | 0.01% | Add +7.8% | 1,115 | $64K |
| Curio Wealth, LLC | 0.03% | — | 932 | $54K |
"% 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.