Amer FNDS New Perspect-F3FNPFX
13F holders, Q2 2024 (June 30)5holders +1
2new positions
1sold out
$62.47avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Amer FNDS New Perspect-F3 (FNPFX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Motco ($703K), ORG Partners LLC ($416K) and NORTHSTAR ASSET MANAGEMENT Co ($322K).
- Company
- Amer FNDS New Perspect-F3
- Filed as
- AMERICAN FUNDS NEW PERSP (Q2 2024)
- CUSIP
- 648018778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $431K |
| Exits | 1 | $33K |
All 13F filers, Q1 2024 → Q2 2024: 6,883 shares bought and 2,249 shares sold, net +4,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Motco | 0.04% | Reduce -11.4% | 11,274 | $703K |
| ORG Partners LLC | 0.05% | New | 6,631 | $416K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | No change | 5,162 | $322K |
| Mengis Capital Management, Inc. | 0.06% | Reduce -5.2% | 4,820 | $301K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 252 | $16K |
"% 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.