FINFX
American Funds Fundamental Invs F2
1W: -3.9%
1M: -9.9%
3M: -7.0%
YTD: -7.2%
1Y: +20.6%
3Y: +76.6%
5Y: +77.4%
$89.33
-0.06 (-0.07%)
Weekly Expected Move ±2.4%
$82
$85
$87
$89
$91
Institutional Ownership — FINFX
3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 14,587 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 2 | KELLEHER FINANCIAL ADVISORS NEW | 183 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Transce3nd, LLC | 144 | $13K | +119 | +476.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 183 | $16K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Transce3nd, LLC | +119 | +476.0% | 144 |
Biggest Decreases (0)
None.