Amer FNDS Mod GR & Inc. Class ABLPAX

13F holders, Q2 2024 (June 30)
1holders
0new positions
0sold out
$17.75avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Amer FNDS Mod GR & Inc. Class A (BLPAX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Tucker Asset Management LLC ($65K).

Company
Amer FNDS Mod GR & Inc. Class A
Filed as
AMERICAN FUNDS MODERATE (Q2 2024)
CUSIP
02630Y265
Latest filing quarter
Q4 2024

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 18 shares bought, net +18 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Tucker Asset Management LLC 0.01% Add +0.5% 3,636 $65K

"% of holder's portfolio" is BLPAX's weight in each manager's 13F, not the share of Amer FNDS Mod GR & Inc. Class A the manager owns.