Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
59,352
-
Share change
-
-4,856
-
Total reported value
-
$3,939,002
-
Price per share
-
$66.40
-
Number of holders
-
11
-
Value change
-
-$326,417
-
Number of buys
-
8
-
Number of sells
-
3
Institutional Holders of American Funds New Perspective - COM as of Q4 2021
As of 31 Dec 2021,
American Funds New Perspective - COM was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
59,352 shares.
The largest 10 holders included
GOFEN & GLOSSBERG LLC /IL/, MOODY LYNN & LIEBERSON, LLC, Private Capital Advisors, Inc., Almanack Investment Partners, LLC., IRONWOOD INVESTMENT MANAGEMENT LLC, NORTH STAR ASSET MANAGEMENT INC, Fulton Bank, N.A., CANANDAIGUA NATIONAL CORP, RiverFront Investment Group, LLC, and DIVIDEND ASSETS CAPITAL, LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.