NEW PERSPECTIVE FD INC COM's ticker is and the CUSIP is 648018109. A total of 7 filers reported holding NEW PERSPECTIVE FD INC COM in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $203,910 | +0.9% | 3,647 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $202,050 | -7.3% | 3,647 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $218,000 | -9.9% | 3,647 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $242,000 | -10.7% | 3,647 | -10.1% | 0.01% | -15.4% |
| Q3 2021 | $271,000 | 0.0% | 4,058 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $271,000 | +8.0% | 4,058 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $251,000 | +1.6% | 4,058 | -0.8% | 0.01% | 0.0% |
| Q4 2020 | $247,000 | +12.3% | 4,091 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $220,000 | – | 4,091 | – | 0.01% | – |
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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% |