Amer FNDS Inc. of Amer-F2AMEFX
13F holders, Q4 2024 (December 31)3holders +1
1new positions
1sold out
$24.86avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Amer FNDS Inc. of Amer-F2 (AMEFX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Transce3nd, LLC ($96K), Tucker Asset Management LLC ($74K) and Financial Gravity Companies, Inc. ($3K).
- Company
- Amer FNDS Inc. of Amer-F2
- Filed as
- AMERICAN FUNDS INCOME FUND OF AMER F2 (Q4 2024)
- CUSIP
- 453320822
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 1 | $599K |
All 13F filers, Q3 2024 → Q4 2024: 3,002 shares bought and 23,087 shares sold, net −20,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Transce3nd, LLC | 0.03% | — | 3,796 | $96K |
| Tucker Asset Management LLC | 0.02% | Add +1550.8% | 3,054 | $74K |
| Financial Gravity Companies, Inc. | 0.00% | New | 133 | $3K |
"% 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.