Amer FNDS New Perspect-F2ANWFX
13F holders, Q3 2024 (September 30)3holders
1new positions
1sold out
$65.41avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Amer FNDS New Perspect-F2 (ANWFX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Estabrook Capital Management ($23K), Coston, McIsaac & Partners ($9K) and Tucker Asset Management LLC ($7K).
- Company
- Amer FNDS New Perspect-F2
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE F2 (Q3 2024)
- CUSIP
- 648018828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 1 | $226K |
All 13F filers, Q2 2024 → Q3 2024: 108 shares bought and 3,625 shares sold, net −3,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Estabrook Capital Management | 0.00% | No change | 353 | $23K |
| Coston, McIsaac & Partners | 0.00% | No change | 140 | $9K |
| Tucker Asset Management LLC | 0.00% | New | 108 | $7K |
"% 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.