AIVSX
American Funds Invmt Co of Amer A
1W: -1.1%
1M: -0.8%
3M: -0.5%
YTD: +8.0%
1Y: +10.5%
3Y: +86.3%
5Y: +88.2%
$68.59
+0.53 (+0.78%)
Weekly Expected Move ±1.5%
$66
$67
$68
$69
$70
Institutional Ownership — AIVSX
8
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
2
New Positions
4
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC NEW | 12,475 | $856K | — | +0.0% | 1Q | SEC ↗ |
| 2 | NORTH STAR ASSET MANAGEMENT INC | 6,424 | $441K | +15 | +0.2% | 15Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 5,736 | $393K | +24 | +0.4% | 16Q | SEC ↗ |
| 4 | Emprise Bank | 3,409 | $234K | — | +0.0% | 4Q | SEC ↗ |
| 5 | Game Plan Financial Advisors, LLC | 2,737 | $188K | — | +0.0% | 11Q | SEC ↗ |
| 6 | Westside Investment Management, Inc. | 1,261 | $86K | +4 | +0.3% | 22Q | SEC ↗ |
| 7 | Estabrook Capital Management | 1,246 | $85K | +6 | +0.5% | 52Q | SEC ↗ |
| 8 | Capital Advisor Network LLC NEW | 222 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 9 | McIlrath & Eck, LLC NEW | 205 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Williams Jones Wealth Management, LLC. | 0 | $0K | -4,728 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Ethos Financial Group, LLC | 12,475 | $856K |
| Capital Advisor Network LLC | 222 | $15K |
| McIlrath & Eck, LLC | 205 | $14K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Williams Jones Wealth Management, L | 4,728 | $324K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +24 | +0.4% | 5,736 |
| NORTH STAR ASSET MANAGEMENT INC | +15 | +0.2% | 6,424 |
| Estabrook Capital Management | +6 | +0.5% | 1,246 |
| Westside Investment Management, Inc | +4 | +0.3% | 1,261 |
Biggest Decreases (0)
None.