American Century Ultra-InvTWCUX
13F holders, Q1 2024 (March 31)3holders
$82.64avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding American Century Ultra-Inv (TWCUX) in their 13F filings. The largest holders were Williams Jones Wealth Management, LLC. ($1.3M), Ferguson Wellman Capital Management, Inc. ($297K) and North Star Asset Management Inc. ($213K).
- Company
- American Century Ultra-Inv
- CUSIP
- 025083882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $510K |
| Exits | 1 | $946K |
Ownership 3 holders
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 15,849 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 3,596 | $297K |
| North Star Asset Management Inc. | 0.01% | New | 2,579 | $213K |
"% of holder's portfolio" is TWCUX's weight in each manager's 13F, not the share of American Century Ultra-Inv the manager owns.