Amer FNDS New Perspect-F2ANWFX
13F holders, Q4 2024 (December 31)5holders +2
1new positions
0sold out
$62.64avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Amer FNDS New Perspect-F2 (ANWFX) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Transce3nd, LLC ($35K), Tucker Asset Management LLC ($30K) and Estabrook Capital Management ($23K).
- Company
- Amer FNDS New Perspect-F2
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE F2 (Q4 2024)
- CUSIP
- 648018828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 562 shares bought, net +562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Transce3nd, LLC | 0.01% | — | 545 | $35K |
| Tucker Asset Management LLC | 0.01% | Add +353.7% | 490 | $30K |
| Estabrook Capital Management | 0.00% | Add +5.4% | 372 | $23K |
| Financial Gravity Companies, Inc. | 0.00% | New | 153 | $9K |
| Coston, McIsaac & Partners | 0.00% | Add +5.7% | 148 | $9K |
"% 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.