Amer FNDS New Perspect-F2ANWFX
13F holders, Q2 2024 (June 30)3holders +1
1new positions
0sold out
$62.24avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Amer FNDS New Perspect-F2 (ANWFX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($226K), Estabrook Capital Management ($22K) and Coston, McIsaac & Partners ($8K).
- Company
- Amer FNDS New Perspect-F2
- Filed as
- AMERICAN FUNDS NEW PERSP (Q2 2024)
- CUSIP
- 648018828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $226K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 3,625 shares bought, net +3,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| ORG Partners LLC | 0.03% | New | 3,625 | $226K |
| Estabrook Capital Management | 0.00% | No change | 353 | $22K |
| Coston, McIsaac & Partners | 0.00% | No change | 140 | $8K |
"% of holder's portfolio" is ANWFX's weight in each manager's 13F, not the share of Amer FNDS New Perspect-F2 the manager owns.