Vault-13

AMERICAN FUNDS NEW WORLD FNWFX

COM · Open-End Fund · CUSIP 649280773

4 institutional holders +2 vs Q1 2024
557,816557.8k shares reported held*
$44.8mreported value*
2 new 1 added 0 reduced 0 sold out net bought ≈ $3.4m (+42.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $80.23.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 2Q4 22: 2Q1 23: 2Q2 23: 2Q3 23: 2Q4 23: 2Q1 24: 2Q2 24: 44Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20232
Q2 20232
Q3 20232
Q4 20232
Q1 20242
Q2 20244

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 22: 2 bought or addedQ4 22: 0 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 1 cut or sold outQ2 23: 1 bought or addedQ2 23: 1 cut or sold outQ2 23Q3 23: 2 bought or addedQ3 23: 0 cut or sold outQ4 23: 2 bought or addedQ4 23: 0 cut or sold outQ4 23Q1 24: 2 bought or addedQ1 24: 1 cut or sold outQ2 24: 3 bought or addedQ2 24: 0 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202220
Q1 202301
Q2 202311
Q3 202320
Q4 202320
Q1 202421
Q2 202430

Biggest buyers

FIRST MERCHANTS CORP New +16,126+16.1k
RiverFront Investment Group, LLC New +13,897+13.9k
MOTCO Added +12,150+12.2k

Biggest sellers

None

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MOTCO 2.50% of their portfolio SAN ANTONIO, TX 527,790527.8k $42.3m $42.3m 2.50% Added +12.2k +12,150
2 FIRST MERCHANTS CORP 0.05% of their portfolio Muncie, IN 16,12616.1k $1.3m $1.3m 0.05% New
3 RiverFront Investment Group, LLC 0.03% of their portfolio RICHMOND, VA 13,89713.9k $1.1m $1.1m 0.03% New
4 RFP Financial Group LLC 0.00% of their portfolio ATLANTA, GA 33 $221 $221 0.00% Unchanged