Af Cap WLRD GR & Inc. Class ACWGIX
13F holders, Q4 2024 (December 31)3holders
1new positions
0sold out
$63.56avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Af Cap WLRD GR & Inc. Class A (CWGIX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($502K), Tucker Asset Management LLC ($107K) and Financial Gravity Companies, Inc. ($28K).
- Company
- Af Cap WLRD GR & Inc. Class A
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC A (Q4 2024)
- CUSIP
- 140543109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $28K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 877 shares bought and 622 shares sold, net +255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.15% | Add +5.8% | 7,898 | $502K |
| Tucker Asset Management LLC | 0.02% | Reduce -27.0% | 1,681 | $107K |
| Financial Gravity Companies, Inc. | 0.01% | New | 447 | $28K |
"% 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.