Q3 2022 13F Holders as of 30 Sep 2022
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Type / Class
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Equity / LOAD EQUITY FUND
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Number of holders
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6
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Total 13F shares, excl. options
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28,248
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Shares change
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+12,056
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Total reported value, excl. options
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$1,588,000
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Value change
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+$660,723
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Number of buys
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5
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Number of sells
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4
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Price
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$55.50
Institutional Holders of AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND as of Q3 2022
As of 30 Sep 2022 AMERICAN FUNDS FUNDAMENT - LOAD EQUITY FUND had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 28,248 shares of stock of the company.
Largest 6 holders included Coston, McIsaac & Partners, AMARILLO NATIONAL BANK, MILLER WEALTH ADVISORS, LLC, GREAT LAKES ADVISORS, LLC, PSI Advisors, LLC, and AlphaMark Advisors, LLC.
This table shows 6 institutional shareholders of the security as of 30 Sep 2022.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.