Af Cap WLRD GR & Inc. Class ACWGIX
13F holders, Q3 2024 (September 30)3holders −1
0new positions
2sold out
$68.98avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Af Cap WLRD GR & Inc. Class A (CWGIX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Alpine Bank Wealth Management ($515K), Coston, McIsaac & Partners ($515K) and Tucker Asset Management LLC ($159K).
- Company
- Af Cap WLRD GR & Inc. Class A
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC A (Q3 2024)
- CUSIP
- 140543109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $340K |
All 13F filers, Q2 2024 → Q3 2024: 7,208 shares sold, net −7,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Alpine Bank Wealth Management | 0.08% | — | 7,465 | $515K |
| Coston, McIsaac & Partners | 0.15% | Reduce -5.3% | 7,468 | $515K |
| Tucker Asset Management LLC | 0.04% | Reduce -40.8% | 2,303 | $159K |
"% 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.