FNPFX
American Funds New Perspective Fund - Class F-3
1W: -1.4%
1M: -0.2%
3M: -0.9%
YTD: +6.0%
1Y: +1.4%
3Y: +59.1%
5Y: +35.1%
$75.78
+0.49 (+0.65%)
Weekly Expected Move ±1.5%
$73
$74
$75
$76
$78
Institutional Ownership — FNPFX
5
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
2
New Positions
0
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Mengis Capital Management, Inc. | 7,257 | 550K | -515 | -6.6% | 12Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC NEW | 3,800 | 288K | — | +0.0% | 1Q | SEC ↗ |
| 3 | McIlrath & Eck, LLC NEW | 1,151 | 87K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Vermillion Wealth Management, Inc. NEW | 521 | 39K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Kohmann Bosshard Financial Services, L | 0 | 0K | -1,737 | -100.0% | 2Q | SEC ↗ |
| 6 | NORTHSTAR ASSET MANAGEMENT Co | 0 | 0K | -5,822 | -100.0% | 11Q | SEC ↗ |
| 7 | Garton & Associates Financial Advisors | 0 | 0K | -545 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 3,800 | 288K |
| McIlrath & Eck, LLC | 1,151 | 87K |
| Vermillion Wealth Management, Inc. | 521 | 39K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co | 5,822 | 441K |
| Kohmann Bosshard Financial Services | 1,737 | 132K |
| Garton & Associates Financial Advis | 545 | 41K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mengis Capital Management, Inc. | -515 | -6.6% | 7,257 |