Amer FNDS New Perspect-AANWPX
13F holders, Q3 2024 (September 30)11holders +1
2new positions
2sold out
$65.90avg. 13F price*
At the end of Q3 2024, 11 institutions reported holding Amer FNDS New Perspect-A (ANWPX) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 2 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($621K), Fulton Bank, N.A. ($401K) and Ethos Financial Group, LLC ($385K).
- Company
- Amer FNDS New Perspect-A
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE A (Q3 2024)
- CUSIP
- 648018109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $236K |
| Exits | 2 | $258K |
All 13F filers, Q2 2024 → Q3 2024: 4,141 shares bought and 12,045 shares sold, net −7,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 9,416 | $621K |
| Fulton Bank, N.A. | 0.02% | No change | 6,086 | $401K |
| Ethos Financial Group, LLC | 0.06% | Add +10.7% | 5,846 | $385K |
| Ironwood Investment Management LLC | 0.17% | No change | 5,422 | $357K |
| Private Capital Advisors, Inc. | 0.04% | Reduce -42.6% | 4,873 | $321K |
| Neville Rodie & Shaw Inc. | 0.02% | New | 3,169 | $209K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,202 | $145K |
| Tucker Asset Management LLC | 0.01% | Reduce -89.5% | 501 | $33K |
| Eagle Bay Advisors LLC | 0.01% | New | 405 | $27K |
| Alpine Bank Wealth Management | 0.00% | — | 238 | $16K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +1.1% | 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.