Amer FNDS New Perspect-AANWPX
13F holders, Q2 2024 (June 30)10holders
2new positions
2sold out
$62.30avg. 13F price*
At the end of Q2 2024, 10 institutions reported holding Amer FNDS New Perspect-A (ANWPX) in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($587K), Private Capital Advisors, Inc. ($529K) and Fulton Bank, N.A. ($379K).
- Company
- Amer FNDS New Perspect-A
- Filed as
- AMERICAN FUNDS NEW PERSP (Q2 2024)
- CUSIP
- 648018109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $258K |
| Exits | 2 | $295K |
All 13F filers, Q1 2024 → Q2 2024: 4,147 shares bought and 6,298 shares sold, net −2,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 9,416 | $587K |
| Private Capital Advisors, Inc. | 0.06% | No change | 8,494 | $529K |
| Fulton Bank, N.A. | 0.02% | Reduce -7.8% | 6,086 | $379K |
| Ironwood Investment Management LLC | 0.18% | No change | 5,422 | $338K |
| Ethos Financial Group, LLC | 0.06% | Reduce -3.0% | 5,280 | $329K |
| Tucker Asset Management LLC | 0.07% | Reduce -12.1% | 4,778 | $298K |
| Motco | 0.01% | New | 4,087 | $255K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,202 | $137K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -1.1% | 90 | $6K |
| ORG Partners LLC | 0.00% | New | 60 | $4K |
"% 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.