American Century Ultra-InvTWCUX
13F holders, Q4 2024 (December 31)3holders −2
0new positions
2sold out
$93.32avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding American Century Ultra-Inv (TWCUX) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were First Merchants Corp. ($1.5M), Williams Jones Wealth Management, LLC. ($1.5M) and Ferguson Wellman Capital Management, Inc. ($273K).
- Company
- American Century Ultra-Inv
- CUSIP
- 025083882
- 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 | 2 | $346K |
All 13F filers, Q3 2024 → Q4 2024: 53 shares bought and 3,797 shares sold, net −3,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| First Merchants Corp. | 0.06% | No change | 16,561 | $1.5M |
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 15,820 | $1.5M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +1.9% | 2,921 | $273K |
"% of holder's portfolio" is TWCUX's weight in each manager's 13F, not the share of American Century Ultra-Inv the manager owns.