Amer FNDS New Perspect-AANWPX
13F holders, Q4 2024 (December 31)9holders −2
0new positions
1sold out
$62.09avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding Amer FNDS New Perspect-A (ANWPX) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($585K), Ethos Financial Group, LLC ($379K) and Fulton Bank, N.A. ($378K).
- Company
- Amer FNDS New Perspect-A
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE A (Q4 2024)
- CUSIP
- 648018109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $27K |
All 13F filers, Q3 2024 → Q4 2024: 1,197 shares bought and 405 shares sold, net +792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 9,416 | $585K |
| Ethos Financial Group, LLC | 0.05% | Add +4.5% | 6,107 | $379K |
| Fulton Bank, N.A. | 0.01% | No change | 6,086 | $378K |
| Ironwood Investment Management LLC | 0.18% | Add +4.5% | 5,667 | $352K |
| Private Capital Advisors, Inc. | 0.04% | Add +5.1% | 5,122 | $318K |
| Neville Rodie & Shaw Inc. | 0.02% | Add +5.1% | 3,332 | $207K |
| Coston, McIsaac & Partners | 0.04% | Add +5.1% | 2,315 | $143K |
| Tucker Asset Management LLC | 0.01% | Add +32.3% | 663 | $41K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +4.4% | 95 | $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.