Amer FND Smallcap WRLD-F2SMCFX
13F holders, Q4 2024 (December 31)3holders
0new positions
1sold out
$70.09avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Amer FND Smallcap WRLD-F2 (SMCFX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Tucker Asset Management LLC ($29K), Transce3nd, LLC ($24K) and Richardson Financial Services Inc. ($13K).
- Company
- Amer FND Smallcap WRLD-F2
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD F2 (Q4 2024)
- CUSIP
- 831681820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $9K |
All 13F filers, Q3 2024 → Q4 2024: 290 shares bought and 297 shares sold, net −7 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Tucker Asset Management LLC | 0.01% | Add +226.6% | 418 | $29K |
| Transce3nd, LLC | 0.01% | — | 331 | $24K |
| Richardson Financial Services Inc. | 0.01% | Reduce -49.5% | 184 | $13K |
"% of holder's portfolio" is SMCFX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-F2 the manager owns.