Skip to content

AGTHX AMER FND GRW FD OF AM-A

Follow

MFD (fund)

12 managers (12 13F filers) reported a position in AGTHX shares at 2024-12-31, 50,880 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
12
13F filers
12
New
1
Added
2
Reduced
3
Sold out
1
Shares held by filers
50,880

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Coston, McIsaac & Partners12,259$912K0.27%+21913F-HRTimeline
Ethos Financial Group, LLC9,371$698K0.09%-26113F-HRTimeline
GREAT LAKES ADVISORS, LLC7,638$569K<0.01%013F-HRTimeline
Violich Capital Management, Inc.4,999$372K0.05%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,953$369K0.04%-3213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,347$324K0.01%+10313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,394$253K0.01%013F-HRTimeline
Fulton Bank, N.A.3,069$229K0.01%-53513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …502$37.4K0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.220$16.4K0.02%13F-HRTimeline
AlphaMark Advisors, LLC100$7K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC28$2.13K<0.01%013F-HRTimeline