Amer FNDS New Perspect-AANWPX
13F holders, Q1 2024 (March 31)10holders
$60.49avg. 13F price*
At the end of Q1 2024, 10 institutions reported holding Amer FNDS New Perspect-A (ANWPX) in their 13F filings. The largest holders were Moody LYNN Lieberson & Walker, LLC ($571K), Private Capital Advisors, Inc. ($515K) and Fulton Bank, N.A. ($400K).
- Company
- Amer FNDS New Perspect-A
- Filed as
- AMERICAN FUNDS NEW PERSP (Q1 2024)
- CUSIP
- 648018109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $164K |
Ownership 10 holders
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 9,416 | $571K |
| Private Capital Advisors, Inc. | 0.06% | No change | 8,494 | $515K |
| Fulton Bank, N.A. | 0.02% | Add +81.0% | 6,603 | $400K |
| Ethos Financial Group, LLC | 0.06% | Add +33.6% | 5,444 | $330K |
| Tucker Asset Management LLC | 0.08% | Add +2.1% | 5,435 | $329K |
| Ironwood Investment Management LLC | 0.16% | No change | 5,422 | $329K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 3,805 | $231K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,202 | $133K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 1,154 | $65K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 91 | $6K |
"% of holder's portfolio" is ANWPX's weight in each manager's 13F, not the share of Amer FNDS New Perspect-A the manager owns.