Af Cap WLRD GR & Inc.-F3FWGIX
13F holders, Q2 2024 (June 30)5holders +3
3new positions
0sold out
$65.49avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Af Cap WLRD GR & Inc.-F3 (FWGIX) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($1.2M), ORG Partners LLC ($397K) and RiverFront Investment Group, LLC ($258K).
- Company
- Af Cap WLRD GR & Inc.-F3
- Filed as
- AMERICAN FUNDS CAPITAL W (Q2 2024)
- CUSIP
- 140543117
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $689K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 10,619 shares bought and 1,337 shares sold, net +9,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Tucker Asset Management LLC | 0.27% | Add +0.6% | 18,972 | $1.2M |
| ORG Partners LLC | 0.05% | New | 6,044 | $397K |
| RiverFront Investment Group, LLC | 0.01% | New | 3,944 | $258K |
| Motco | 0.00% | Reduce -58.8% | 936 | $61K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 515 | $34K |
"% of holder's portfolio" is FWGIX's weight in each manager's 13F, not the share of Af Cap WLRD GR & Inc.-F3 the manager owns.