Amer FNDS New Perspect-AANWPX
13F holders, Q1 2025 (March 31)9holders
1new positions
1sold out
$61.07avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Amer FNDS New Perspect-A (ANWPX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($573K), Ethos Financial Group, LLC ($379K) and Fulton Bank, N.A. ($371K).
- Company
- Amer FNDS New Perspect-A
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE A (Q1 2025)
- CUSIP
- 648018109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 1 | $41K |
All 13F filers, Q4 2024 → Q1 2025: 63 shares bought and 663 shares sold, net −600 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 | $573K |
| Ethos Financial Group, LLC | 0.04% | No change | 6,107 | $379K |
| Fulton Bank, N.A. | 0.01% | No change | 6,086 | $371K |
| Ironwood Investment Management LLC | 0.19% | No change | 5,667 | $345K |
| Private Capital Advisors, Inc. | 0.04% | No change | 5,122 | $312K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 3,332 | $203K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,315 | $140K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 95 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | New | 63 | $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.