Amer FNDS New World-F3FNWFX
13F holders, Q2 2024 (June 30)4holders +2
2new positions
0sold out
$80.23avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Amer FNDS New World-F3 (FNWFX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Motco ($42.3M), First Merchants Corp. ($1.3M) and RiverFront Investment Group, LLC ($1.1M).
- Company
- Amer FNDS New World-F3
- Filed as
- AM NEW WORLD FD F3 (Q2 2024)
- CUSIP
- 649280773
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.4M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 42,173 shares bought, net +42,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Motco | 2.50% | Add +2.4% | 527,790 | $42.3M |
| First Merchants Corp. | 0.05% | New | 16,126 | $1.3M |
| RiverFront Investment Group, LLC | 0.03% | New | 13,897 | $1.1M |
| RFP Financial Group LLC | 0.00% | No change | 3 | $221 |
"% of holder's portfolio" is FNWFX's weight in each manager's 13F, not the share of Amer FNDS New World-F3 the manager owns.