Amer FNDS New Perspect-F3FNPFX
13F holders, Q3 2024 (September 30)4holders −1
2new positions
3sold out
$66.05avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Amer FNDS New Perspect-F3 (FNPFX) in their 13F filings, down 1 from Q2 2024. 2 opened new positions and 3 sold out. The largest holders were NORTHSTAR ASSET MANAGEMENT Co ($341K), Mengis Capital Management, Inc. ($318K) and RiverFront Investment Group, LLC ($232K).
- Company
- Amer FNDS New Perspect-F3
- Filed as
- AMERICAN FUNDS NEW PERSP ECTIV (Q3 2024)
- CUSIP
- 648018778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $240K |
| Exits | 3 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 3,635 shares bought and 18,157 shares sold, net −14,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | No change | 5,162 | $341K |
| Mengis Capital Management, Inc. | 0.06% | Add +0.0% | 4,821 | $318K |
| RiverFront Investment Group, LLC | 0.01% | New | 3,509 | $232K |
| Tucker Asset Management LLC | 0.00% | New | 125 | $8K |
"% 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.