Af Cap WLRD GR & Inc.-F3FWGIX
13F holders, Q4 2024 (December 31)3holders +1
1new positions
0sold out
$63.49avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Af Cap WLRD GR & Inc.-F3 (FWGIX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($1.3M), RiverFront Investment Group, LLC ($936K) and Coston, McIsaac & Partners ($10K).
- Company
- Af Cap WLRD GR & Inc.-F3
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR INC F3 (Q4 2024)
- CUSIP
- 140543117
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 5,350 shares bought, net +5,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Tucker Asset Management LLC | 0.29% | Add +6.6% | 20,301 | $1.3M |
| RiverFront Investment Group, LLC | 0.02% | Add +36.3% | 14,742 | $936K |
| Coston, McIsaac & Partners | 0.00% | New | 170 | $10K |
"% 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.