Amer FND Wash MTL Inv-AAWSHX
13F holders, Q1 2025 (March 31)2holders −3
0new positions
3sold out
$61.52avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Amer FND Wash MTL Inv-A (AWSHX) in their 13F filings, down 3 from Q4 2024. 0 opened new positions and 3 sold out. The largest holders were Arvest Bank Trust Division ($801K) and Coston, McIsaac & Partners ($724K).
- Company
- Amer FND Wash MTL Inv-A
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL A (Q1 2025)
- CUSIP
- 939330106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $556K |
All 13F filers, Q4 2024 → Q1 2025: 73 shares bought and 9,030 shares sold, net −8,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Arvest Bank Trust Division | 0.05% | Add +0.3% | 13,010 | $801K |
| Coston, McIsaac & Partners | 0.21% | Add +0.3% | 11,776 | $724K |
"% 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.