Amer FND Wash Mut Inv-F3FWMIX
13F holders, Q2 2024 (June 30)5holders +2
2new positions
0sold out
$60.40avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Amer FND Wash Mut Inv-F3 (FWMIX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($687K), ORG Partners LLC ($356K) and Ethos Financial Group, LLC ($216K).
- Company
- Amer FND Wash Mut Inv-F3
- Filed as
- AMERICAN FUNDS WASHINGTO (Q2 2024)
- CUSIP
- 939330775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $399K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 7,329 shares bought, net +7,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Tucker Asset Management LLC | 0.15% | Add +5.1% | 11,376 | $687K |
| ORG Partners LLC | 0.04% | New | 5,895 | $356K |
| Ethos Financial Group, LLC | 0.04% | Add +5.1% | 3,571 | $216K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 713 | $43K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +4.3% | 24 | $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.