Amer FND Wash MTL Inv-AAWSHX
13F holders, Q2 2024 (June 30)7holders +3
3new positions
0sold out
$60.43avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding Amer FND Wash MTL Inv-A (AWSHX) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Arvest Trust Co. N A ($873K), Coston, McIsaac & Partners ($719K) and Great Lakes Advisors, LLC ($359K).
- Company
- Amer FND Wash MTL Inv-A
- Filed as
- AMERICAN FUNDS WASHINGTO (Q2 2024)
- CUSIP
- 939330106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $581K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 10,284 shares bought and 143 shares sold, net +10,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Arvest Trust Co. N A | 0.05% | Add +4.2% | 14,452 | $873K |
| Coston, McIsaac & Partners | 0.23% | Add +0.7% | 11,902 | $719K |
| Great Lakes Advisors, LLC | 0.00% | No change | 5,939 | $359K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 5,537 | $335K |
| RiverFront Investment Group, LLC | 0.01% | New | 3,416 | $206K |
| ORG Partners LLC | 0.01% | New | 666 | $40K |
| Tucker Asset Management LLC | 0.01% | Reduce -18.3% | 640 | $39K |
"% 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.