Amer FND Smallcap WRLD-ASMCWX
13F holders, Q2 2024 (June 30)5holders
1new positions
1sold out
$66.50avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Amer FND Smallcap WRLD-A (SMCWX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Hemenway Trust Co LLC ($300K), Silvercrest Asset Management Group LLC ($255K) and Coston, McIsaac & Partners ($240K).
- Company
- Amer FND Smallcap WRLD-A
- Filed as
- AMERICAN FUNDS SMALLCAP (Q2 2024)
- CUSIP
- 831681101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 1 | $2K |
All 13F filers, Q1 2024 → Q2 2024: 31 shares bought and 27 shares sold, net +4 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Hemenway Trust Co LLC | 0.03% | No change | 4,508 | $300K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,840 | $255K |
| Coston, McIsaac & Partners | 0.08% | No change | 3,613 | $240K |
| Tucker Asset Management LLC | 0.03% | No change | 1,710 | $114K |
| ORG Partners LLC | 0.00% | New | 31 | $2K |
"% of holder's portfolio" is SMCWX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-A the manager owns.