Amer FNDS New World-F3FNWFX

13F holders, Q4 2024 (December 31)
2holders
0new positions
0sold out
$77.03avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Amer FNDS New World-F3 (FNWFX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($1.5M) and First Merchants Corp. ($633K).

Company
Amer FNDS New World-F3
Filed as
AM NEW WORLD FD F3 (Q4 2024)
CUSIP
649280773
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 4Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 3,972 shares bought and 4,808 shares sold, net −836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

RiverFront Investment Group, LLC 0.03% Add +25.5% 19,566 $1.5M
First Merchants Corp. 0.02% Reduce -36.9% 8,217 $633K

"% 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.