Amer FNDS New Perspect-F3FNPFX
13F holders, Q4 2024 (December 31)3holders −1
0new positions
1sold out
$62.10avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Amer FNDS New Perspect-F3 (FNPFX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Mengis Capital Management, Inc. ($388K), NORTHSTAR ASSET MANAGEMENT Co ($338K) and RiverFront Investment Group, LLC ($311K).
- Company
- Amer FNDS New Perspect-F3
- Filed as
- AMERICAN FUNDS NEW PERSP ECTIV (Q4 2024)
- CUSIP
- 648018778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $8K |
All 13F filers, Q3 2024 → Q4 2024: 3,209 shares bought and 125 shares sold, net +3,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Mengis Capital Management, Inc. | 0.08% | Add +29.7% | 6,255 | $388K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | Add +5.4% | 5,443 | $338K |
| RiverFront Investment Group, LLC | 0.01% | Add +42.6% | 5,003 | $311K |
"% 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.