Af Cap WLRD GR & Inc.-F1CWGFX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$65.32avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Af Cap WLRD GR & Inc.-F1 (CWGFX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($127K) and Financial Gravity Asset Management, Inc. ($4K).
- Company
- Af Cap WLRD GR & Inc.-F1
- Filed as
- AMERICAN FUNDS CAPITAL W (Q2 2024)
- CUSIP
- 140543406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 68 shares bought, net +68 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Tucker Asset Management LLC | 0.03% | Add +0.5% | 1,946 | $127K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 58 | $4K |
"% of holder's portfolio" is CWGFX's weight in each manager's 13F, not the share of Af Cap WLRD GR & Inc.-F1 the manager owns.