NEW PERSPECTIVE FD INC COM's ticker is and the CUSIP is 648018109. A total of 6 filers reported holding NEW PERSPECTIVE FD INC COM in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $272,160 | -4.4% | 5,142 | 0.0% | 0.17% | +1.2% |
Q2 2023 | $284,809 | +6.2% | 5,142 | 0.0% | 0.16% | -2.4% |
Q1 2023 | $268,150 | +10.2% | 5,142 | 0.0% | 0.17% | +5.0% |
Q4 2022 | $243,263 | +8.6% | 5,142 | +4.1% | 0.16% | +1.9% |
Q3 2022 | $224,000 | -6.3% | 4,939 | 0.0% | 0.16% | -1.9% |
Q2 2022 | $239,000 | -19.0% | 4,939 | 0.0% | 0.16% | 0.0% |
Q1 2022 | $295,000 | -10.1% | 4,939 | 0.0% | 0.16% | -1.2% |
Q4 2021 | $328,000 | +6.5% | 4,939 | +7.2% | 0.16% | +1.2% |
Q3 2021 | $308,000 | 0.0% | 4,606 | 0.0% | 0.16% | +3.2% |
Q2 2021 | $308,000 | +8.1% | 4,606 | 0.0% | 0.16% | +2.6% |
Q1 2021 | $285,000 | +2.2% | 4,606 | 0.0% | 0.15% | -7.4% |
Q4 2020 | $279,000 | +17.2% | 4,606 | +4.2% | 0.16% | -4.1% |
Q3 2020 | $238,000 | +12.8% | 4,420 | -99.9% | 0.17% | +3.7% |
Q2 2020 | $211,000 | +1.0% | 4,420,992 | +99922.4% | 0.16% | +13.9% |
Q4 2019 | $209,000 | – | 4,420 | – | 0.14% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IRONWOOD INVESTMENT MANAGEMENT LLC | 4,939 | $239,000 | 0.16% |
Private Capital Advisors, Inc. | 8,055 | $390,000 | 0.07% |
MOODY LYNN & LIEBERSON, LLC | 11,416 | $552,000 | 0.05% |
PSI Advisors, LLC | 2,056 | $99,000 | 0.05% |
CANANDAIGUA NATIONAL CORP | 4,206 | $203,000 | 0.04% |
Almanack Investment Partners, LLC. | 6,691 | $324,000 | 0.03% |
GOFEN & GLOSSBERG LLC /IL/ | 12,092 | $585,000 | 0.02% |
DIVIDEND ASSETS CAPITAL, LLC | 51 | $2,000 | 0.00% |