Amer Fds New Perspective A shares owned by Private Capital Advisors
Quarter-by-quarter ownership of Amer Fds New Perspective A (ANWPX) shares owned by Private Capital Advisors
from 13F filings
Historical chart of Private Capital Advisors investment in Amer Fds New Perspective A
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Quarterly reported holdings in Amer Fds New Perspective A by Private Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $515k | 8.5k | 60.63 |
| 2023-09-30 | $413k | 8.1k | 51.27 |
| 2023-06-30 | $464k | 8.4k | 55.34 |
| 2023-03-31 | $437k | 8.4k | 52.12 |
| 2022-12-31 | $397k | 8.4k | 47.35 |
| 2022-09-30 | $366k | 8.1k | 45.44 |
| 2022-06-30 | $390k | 8.1k | 48.42 |
| 2022-03-31 | $481k | 8.1k | 59.71 |
| 2021-12-31 | $574k | 8.6k | 66.45 |
| 2021-09-30 | $538k | 8.1k | 66.79 |