Amer FND Wash Mut Inv-F3FWMIX
13F holders, Q3 2024 (September 30)4holders −1
1new positions
2sold out
$64.34avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Amer FND Wash Mut Inv-F3 (FWMIX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were RiverFront Investment Group, LLC ($899K), Tucker Asset Management LLC ($735K) and Ethos Financial Group, LLC ($231K).
- Company
- Amer FND Wash Mut Inv-F3
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F3 (Q3 2024)
- CUSIP
- 939330775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $899K |
| Exits | 2 | $399K |
All 13F filers, Q2 2024 → Q3 2024: 14,030 shares bought and 6,608 shares sold, net +7,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| RiverFront Investment Group, LLC | 0.02% | New | 13,969 | $899K |
| Tucker Asset Management LLC | 0.17% | Add +0.4% | 11,421 | $735K |
| Ethos Financial Group, LLC | 0.04% | Add +0.4% | 3,586 | $231K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +4.2% | 25 | $2K |
"% 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.