Amer FND Wash MTL Inv-AAWSHX
13F holders, Q3 2024 (September 30)7holders
2new positions
3sold out
$64.37avg. 13F price*
At the end of Q3 2024, 7 institutions reported holding Amer FND Wash MTL Inv-A (AWSHX) in their 13F filings, unchanged from Q2 2024. 2 opened new positions and 3 sold out. The largest holders were Arvest Bank Trust Division ($798K), Coston, McIsaac & Partners ($725K) and Great Lakes Advisors, LLC ($382K).
- Company
- Amer FND Wash MTL Inv-A
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL A (Q3 2024)
- CUSIP
- 939330106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $235K |
| Exits | 3 | $581K |
All 13F filers, Q2 2024 → Q3 2024: 3,657 shares bought and 10,257 shares sold, net −6,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Arvest Bank Trust Division | 0.05% | — | 12,395 | $798K |
| Coston, McIsaac & Partners | 0.20% | Reduce -5.3% | 11,271 | $725K |
| Great Lakes Advisors, LLC | 0.00% | No change | 5,939 | $382K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 3,154 | $203K |
| Tucker Asset Management LLC | 0.01% | Reduce -1.1% | 633 | $41K |
| Alpine Bank Wealth Management | 0.01% | — | 625 | $40K |
| Eagle Bay Advisors LLC | 0.01% | New | 503 | $32K |
"% 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.