AMER BALANCED FD INC's ticker is and the CUSIP is 024071102. A total of 10 filers reported holding AMER BALANCED FD INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $269,340 | +2.4% | 7,793 | +0.3% | 0.03% | +11.1% |
| Q1 2024 | $262,957 | +6.2% | 7,768 | +0.3% | 0.03% | +28.6% |
| Q4 2023 | $247,690 | +9.9% | 7,743 | +1.5% | 0.02% | 0.0% |
| Q3 2023 | $225,415 | +0.9% | 7,631 | +0.7% | 0.02% | +16.7% |
| Q1 2023 | $223,328 | +2.8% | 7,581 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $217,260 | -99.9% | 7,554 | -20.3% | 0.02% | -21.7% |
| Q3 2022 | $253,866,000 | +18.8% | 9,476 | +26.7% | 0.02% | +35.3% |
| Q2 2022 | $213,754,000 | -9.9% | 7,482 | +1.0% | 0.02% | +6.2% |
| Q1 2022 | $237,254,000 | -4.0% | 7,410 | +0.3% | 0.02% | +6.7% |
| Q4 2021 | $247,195,000 | +6.5% | 7,386 | +2.9% | 0.02% | 0.0% |
| Q3 2021 | $232,187,000 | -0.6% | 7,175 | +0.3% | 0.02% | -6.2% |
| Q2 2021 | $233,566,000 | +5.4% | 7,154 | +0.9% | 0.02% | -5.9% |
| Q1 2021 | $221,525,000 | +3.7% | 7,093 | +0.3% | 0.02% | 0.0% |
| Q4 2020 | $213,533,000 | -44.6% | 7,071 | -47.7% | 0.02% | -58.5% |
| Q4 2019 | $385,611,000 | +3.3% | 13,530 | +2.7% | 0.04% | 0.0% |
| Q3 2019 | $373,346,000 | – | 13,178 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CT Financial Advisors LLC | 5,947 | $147,191,000 | 0.08% |
| ROTHSCHILD INVESTMENT LLC /IL | 27,006 | $668,000 | 0.08% |
| CATAWBA CAPITAL MANAGEMENT /VA | 11,855 | $293,000 | 0.07% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 12,897 | $319,000 | 0.04% |
| FDx Advisors, Inc. | 8,600 | $213,000 | 0.01% |
| REILLY FINANCIAL ADVISORS, LLC | 93 | $2,000 | 0.00% |