Amer FND Wash MTL Inv-AAWSHX
13F holders, Q4 2024 (December 31)5holders −2
0new positions
2sold out
$61.57avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Amer FND Wash MTL Inv-A (AWSHX) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Arvest Bank Trust Division ($799K), Coston, McIsaac & Partners ($723K) and Great Lakes Advisors, LLC ($366K).
- Company
- Amer FND Wash MTL Inv-A
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL A (Q4 2024)
- CUSIP
- 939330106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $235K |
All 13F filers, Q3 2024 → Q4 2024: 1,812 shares bought and 3,657 shares sold, net −1,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Arvest Bank Trust Division | 0.05% | Add +4.6% | 12,967 | $799K |
| Coston, McIsaac & Partners | 0.21% | Add +4.2% | 11,746 | $723K |
| Great Lakes Advisors, LLC | 0.00% | No change | 5,939 | $366K |
| Financially Speaking Inc | 0.07% | — | 1,693 | $104K |
| Tucker Asset Management LLC | 0.02% | Add +120.8% | 1,398 | $86K |
"% 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.