AMERICAN FUNDS NEW PERSP - EQUITY FUNDS

Historical Portfolio Holders from Q2 2017 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / EQUITY FUNDS
Shares, excl. options Q3 2024
13.5K
Holdings value Q3 2024
$891K
Value change Q3 2024
-$903K
Grand Portfolio weight change Q3 2024
0%
Number of holders
3
Number of buys Q3 2024
2
Number of sells Q3 2024
-3
Average buys Q3 2024 %
+0%
Average sells Q3 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 13.5K $891K -$903K $66.05 3
2024 Q2 28.1K $1.76M +$127K $62.41 5
2024 Q1 23.5K $1.43M +$58.4K $60.64 4
2023 Q4 25.5K $1.43M -$10.6M $55.90 6
2023 Q3 260K $14.2M +$11.7M $53.05 6
2023 Q2 46.4K $2.58M +$27.7K $55.47 3
2023 Q1 46.2K $2.41M +$237K $52.18 3
2022 Q4 41.6K $1.97M -$136K $47.30 2
2022 Q3 44.7K $2.04M +$58.3K $45.57 3
2022 Q2 43.4K $2.11M +$7.21K $48.47 3
2022 Q1 48.3K $2.89M +$31.2K $59.80 4
2021 Q4 47.7K $3.17M +$631K $66.39 4
2021 Q3 38.2K $2.56M +$16.9K $66.93 2
2021 Q2 38K $2.55M -$4.44M $66.98 2
2021 Q1 110K $6.79M +$87.6K $61.85 3
2020 Q4 108K $6.56M +$226K $60.47 3
2020 Q3 105K $5.64M -$19.9K $53.91 3
2020 Q2 105K $5.03M +$39.5K $47.84 3
2020 Q1 104K $4.03M +$154K $38.63 3
2019 Q4 100K $4.73M -$741K $47.21 3
2019 Q3 117K $5.22M -$208K $44.58 4
2019 Q2 122K $5.45M +$22.5K $44.78 6
2019 Q1 121K $5.2M +$2.61M $42.91 5
2018 Q4 60.4K $2.28M +$680K $37.66 5
2018 Q3 42.4K $1.99M +$588K $46.91 2
2018 Q2 29.8K $1.35M -$993 $45.14 2
2018 Q1 29.9K $1.32M $0 $44.10 2
2017 Q4 29.9K $1.29M -$3.09M $43.13 2
2017 Q3 101K $4.41M +$3.92M $43.63 3
2017 Q2 11.1K $459K +$459K $41.39 1