Amer FND Wash Mut Inv-F3FWMIX

13F holders, Q1 2024 (March 31)
3holders
$62.14avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Amer FND Wash Mut Inv-F3 (FWMIX) in their 13F filings. The largest holders were Tucker Asset Management LLC ($673K), Ethos Financial Group, LLC ($211K) and Game Plan Financial Advisors, LLC ($1K).

Company
Amer FND Wash Mut Inv-F3
Filed as
AMERICAN FUNDS WASHINGTO (Q1 2024)
CUSIP
939330775
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 3Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 6Q1 2025Q2 2025: 5Q2 2025Q3 2025: 5Q3 2025Q4 2025: 6Q4 2025Q1 2026: 5Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$884K
Exits1$130K

Ownership 3 holders

Tucker Asset Management LLC 0.16% New 10,828 $673K
Ethos Financial Group, LLC 0.04% New 3,399 $211K
Game Plan Financial Advisors, LLC 0.00% No change 23 $1K

"% of holder's portfolio" is FWMIX's weight in each manager's 13F, not the share of Amer FND Wash Mut Inv-F3 the manager owns.