ANWPX
American Funds New Perspective Fund Class A
1W: -1.4%
1M: -0.2%
3M: -1.0%
YTD: +5.8%
1Y: +1.4%
3Y: +58.1%
5Y: +33.5%
$75.61
+0.50 (+0.67%)
Weekly Expected Move ±1.5%
$73
$74
$75
$76
$77
Institutional Ownership — ANWPX
9
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
0
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MOODY LYNN LIEBERSON & WALKER, LLC | 9,416 | $712K | — | +0.0% | 11Q | SEC ↗ |
| 2 | Ethos Financial Group, LLC | 6,957 | $526K | -40 | -0.6% | 11Q | SEC ↗ |
| 3 | IRONWOOD INVESTMENT MANAGEMENT LLC | 6,044 | $457K | — | +0.0% | 25Q | SEC ↗ |
| 4 | Private Capital Advisors, Inc. | 5,028 | $380K | — | +0.0% | 20Q | SEC ↗ |
| 5 | NEVILLE RODIE & SHAW INC | 3,553 | $269K | — | +0.0% | 8Q | SEC ↗ |
| 6 | Fulton Bank, N.A. | 3,262 | $247K | — | +0.0% | 11Q | SEC ↗ |
| 7 | Westside Investment Management, Inc. | 3,166 | $239K | — | +0.0% | 4Q | SEC ↗ |
| 8 | Coston, McIsaac & Partners | 2,469 | $187K | — | +0.0% | 16Q | SEC ↗ |
| 9 | Game Plan Financial Advisors, LLC | 102 | $8K | — | +0.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ethos Financial Group, LLC | -40 | -0.6% | 6,957 |