Af Cap WLRD GR & Inc. Class ACWGIX
13F holders, Q1 2024 (March 31)4holders
$64.60avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Af Cap WLRD GR & Inc. Class A (CWGIX) in their 13F filings. The largest holders were Coston, McIsaac & Partners ($509K), Silvercrest Asset Management Group LLC ($336K) and Tucker Asset Management LLC ($249K).
- Company
- Af Cap WLRD GR & Inc. Class A
- Filed as
- AMERICAN FUNDS CAPITAL W (Q1 2024)
- CUSIP
- 140543109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $336K |
| Exits | 1 | $176K |
Ownership 4 holders
| Coston, McIsaac & Partners | 0.16% | Add +0.2% | 7,860 | $509K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 5,179 | $336K |
| Tucker Asset Management LLC | 0.06% | Add +12.7% | 3,840 | $249K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -31.1% | 731 | $44K |
"% of holder's portfolio" is CWGIX's weight in each manager's 13F, not the share of Af Cap WLRD GR & Inc. Class A the manager owns.