Amer FNDS New Economy-F2NEFFX
13F holders, Q4 2024 (December 31)4holders +2
1new positions
0sold out
$61.42avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Amer FNDS New Economy-F2 (NEFFX) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Great Lakes Advisors, LLC ($421K), Financial Gravity Companies, Inc. ($38K) and Transce3nd, LLC ($15K).
- Company
- Amer FNDS New Economy-F2
- Filed as
- AMERICAN FUNDS NEW ECONOMY F2 (Q4 2024)
- CUSIP
- 643822828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $38K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 631 shares bought, net +631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Great Lakes Advisors, LLC | 0.00% | No change | 6,864 | $421K |
| Financial Gravity Companies, Inc. | 0.01% | New | 625 | $38K |
| Transce3nd, LLC | 0.01% | — | 237 | $15K |
| Tucker Asset Management LLC | 0.00% | Add +8.2% | 79 | $5K |
"% of holder's portfolio" is NEFFX's weight in each manager's 13F, not the share of Amer FNDS New Economy-F2 the manager owns.