Amer FND Wash Mut Inv-F3FWMIX
13F holders, Q4 2024 (December 31)5holders +1
1new positions
0sold out
$61.51avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Amer FND Wash Mut Inv-F3 (FWMIX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($930K), Tucker Asset Management LLC ($682K) and Ethos Financial Group, LLC ($231K).
- Company
- Amer FND Wash Mut Inv-F3
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F3 (Q4 2024)
- CUSIP
- 939330775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $16K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,588 shares bought and 331 shares sold, net +1,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| RiverFront Investment Group, LLC | 0.02% | Add +8.3% | 15,125 | $930K |
| Tucker Asset Management LLC | 0.15% | Reduce -2.9% | 11,090 | $682K |
| Ethos Financial Group, LLC | 0.03% | Add +4.7% | 3,754 | $231K |
| Coston, McIsaac & Partners | 0.00% | New | 263 | $16K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +4.0% | 26 | $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.