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American Funds New equity shares owned by Financial Gravity Companies

Quarter-by-quarter ownership of American Funds New equity (ANWFX) shares owned by Financial Gravity Companies from 13F filings

Historical chart of Financial Gravity Companies investment in American Funds New equity

Tip: Access up to 7 years of quarterly data

All positions including American Funds New equity held by Financial Gravity Companies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds New equity by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2025-06-30 $11k 153 69.28
2024-12-31 $9.4k 153 61.59

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPMD)
Spdr Series Trust Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Spdr Series Trust Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Companies

Top funds holding American Funds New equity

Wall Street Access Asset Management
Transce3nd
Estabrook Capital Management
Oakworth Capital
Financial Gravity Companies
Coston, McIsaac & Partners

View all funds holding American Funds New equity