Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
47,329
-
Share change
-
+19,881
-
Total reported value
-
$2,646,113
-
Price per share
-
$55.90
-
Number of holders
-
14
-
Value change
-
+$1,111,847
-
Number of buys
-
9
-
Number of sells
-
2
Institutional Holders of AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND as of Q4 2023
As of 31 Dec 2023,
AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
47,329 shares.
The largest 10 holders included
MOODY LYNN & LIEBERSON, LLC, Private Capital Advisors, Inc., IRONWOOD INVESTMENT MANAGEMENT LLC, TUCKER ASSET MANAGEMENT LLC, Ethos Financial Group, LLC, CANANDAIGUA NATIONAL BANK & TRUST CO, FULTON BANK, N.A., Coston, McIsaac & Partners, Main Street Group, LTD, and Financial Gravity Asset Management, Inc..
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.