Amer FNDS New Perspect-F3FNPFX

13F holders, Q1 2024 (March 31)
4holders
$60.64avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding Amer FNDS New Perspect-F3 (FNPFX) in their 13F filings. The largest holders were Motco ($771K), NORTHSTAR ASSET MANAGEMENT Co ($313K) and Mengis Capital Management, Inc. ($308K).

Company
Amer FNDS New Perspect-F3
Filed as
AMERICAN FUNDS NEW PERSP (Q1 2024)
CUSIP
648018778
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 4Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 5Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$33K
Exits2$24K

Ownership 4 holders

Motco 0.05% Add +6.9% 12,720 $771K
NORTHSTAR ASSET MANAGEMENT Co 0.08% No change 5,162 $313K
Mengis Capital Management, Inc. 0.05% No change 5,083 $308K
Tucker Asset Management LLC 0.01% New 540 $33K

"% of holder's portfolio" is FNPFX's weight in each manager's 13F, not the share of Amer FNDS New Perspect-F3 the manager owns.