Amer FND Wash MTL Inv-AAWSHX
13F holders, Q1 2024 (March 31)4holders
$62.20avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Amer FND Wash MTL Inv-A (AWSHX) in their 13F filings. The largest holders were Arvest Trust Co. N A ($863K), Coston, McIsaac & Partners ($735K) and Great Lakes Advisors, LLC ($370K).
- Company
- Amer FND Wash MTL Inv-A
- Filed as
- AMERICAN FUNDS WASHINGTO (Q1 2024)
- CUSIP
- 939330106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $466K |
Ownership 4 holders
| Arvest Trust Co. N A | 0.05% | Add +0.3% | 13,866 | $863K |
| Coston, McIsaac & Partners | 0.24% | Add +0.3% | 11,823 | $735K |
| Great Lakes Advisors, LLC | 0.00% | No change | 5,939 | $370K |
| Tucker Asset Management LLC | 0.01% | Add +122.4% | 783 | $49K |
"% of holder's portfolio" is AWSHX's weight in each manager's 13F, not the share of Amer FND Wash MTL Inv-A the manager owns.