NEW PERSPECTIVE FUND - ANWFX

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$314K
QoQ value delta ($000)
+$165K (+110.74%)
Implied price effect (QoQ)
+13.67%
Shares
Total shares
4,520
QoQ shares delta
+2,082 (+85.4%)
Total shares held by funds (by quarter)

Market chart (ANWFX)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Motiv8 Investments LLC 154 2,198 0.08%
KELLEHER FINANCIAL ADVISORS 84 1,201 0.02%
Estabrook Capital Management 27 398 0.0%
Oakworth Capital, Inc. 26 378 0.0%
Transce3nd, LLC 11 163 0.1%
Coston, McIsaac & Partners 11 158 0.0%
Garton & Associates Financial Advisors LLC 1 24 0.0%