Amer FND Smallcap WRLD-529F2FSWFX
13F holders, Q1 2024 (March 31)1holders
$68.78avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Amer FND Smallcap WRLD-529F2 (FSWFX) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($290K).
- Company
- Amer FND Smallcap WRLD-529F2
- Filed as
- American Funds SMALLCAP World 529-F-2 (Q1 2024)
- CUSIP
- 831681747
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.08% | Add +0.2% | 4,212 | $290K |
"% of holder's portfolio" is FSWFX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-529F2 the manager owns.