Amer Fds - Fundamental Inv's ticker is and the CUSIP is 360802821. A total of 2 filers reported holding Amer Fds - Fundamental Inv in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,051 | -3.0% | 3,394 | +0.0% | 0.07% | -1.3% |
| Q2 2023 | $229,928 | -9.9% | 3,393 | -15.4% | 0.08% | -13.8% |
| Q1 2023 | $255,112 | +5.8% | 4,011 | +0.1% | 0.09% | -1.1% |
| Q4 2022 | $241,233 | +9.2% | 4,007 | +0.4% | 0.09% | +4.8% |
| Q3 2022 | $221,000 | -5.6% | 3,992 | +0.1% | 0.08% | +1.2% |
| Q2 2022 | $234,000 | -20.4% | 3,990 | -3.2% | 0.08% | +12.2% |
| Q1 2022 | $294,000 | -8.4% | 4,123 | -2.4% | 0.07% | -5.1% |
| Q4 2021 | $321,000 | +2.6% | 4,224 | +1.5% | 0.08% | -4.9% |
| Q3 2021 | $313,000 | +11.8% | 4,163 | +13.2% | 0.08% | +18.8% |
| Q2 2021 | $280,000 | +2.9% | 3,678 | +2.8% | 0.07% | 0.0% |
| Q1 2021 | $272,000 | – | 3,578 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Capital Advisors, Inc. | 13,452 | $930,000 | 0.19% |
| GOFEN & GLOSSBERG LLC /IL/ | 6,048 | $418,000 | 0.01% |