Amer FNDS Inc. of Amer-F2AMEFX
13F holders, Q3 2024 (September 30)2holders
1new positions
1sold out
$25.93avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Amer FNDS Inc. of Amer-F2 (AMEFX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Encompass Wealth Advisors, LLC ($599K) and Tucker Asset Management LLC ($5K).
- Company
- Amer FNDS Inc. of Amer-F2
- Filed as
- AMERICAN FUNDS INCOME FUND OF AMER F2 (Q3 2024)
- CUSIP
- 453320822
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 1 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 185 shares bought and 53,891 shares sold, net −53,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Encompass Wealth Advisors, LLC | 0.15% | Reduce -3.5% | 23,087 | $599K |
| Tucker Asset Management LLC | 0.00% | New | 185 | $5K |
"% of holder's portfolio" is AMEFX's weight in each manager's 13F, not the share of Amer FNDS Inc. of Amer-F2 the manager owns.