Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / M
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
23,246
-
Shares change
-
+7,286
-
Total reported value, excl. options
-
$1,331,664
-
Value change
-
+$419,867
-
Number of buys
-
5
-
Number of sells
-
-1
-
Price
-
$57.13
Significant Holders of AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA CLASS F-2 - M as of Q2 2024
8 filings reported holding 461308827 - AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA CLASS F-2 - M as of Q2 2024.
AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA CLASS F-2 - M has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23,246 shares
.
Largest 8 shareholders include ENCOMPASS WEALTH ADVISORS, LLC (8,691 shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (5,521 shares), Atlas Wealth LLC (5,173 shares), ORG Partners LLC (2,051 shares), Estabrook Capital Management (1,094 shares), RICHARDSON FINANCIAL SERVICES INC. (580 shares), TUCKER ASSET MANAGEMENT LLC (135 shares), and Financial Gravity Asset Management, Inc. (1 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.