Amer FND Smallcap WRLD-ASMCWX
13F holders, Q4 2024 (December 31)3holders −1
0new positions
1sold out
$67.30avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Amer FND Smallcap WRLD-A (SMCWX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Hemenway Trust Co LLC ($304K), Coston, McIsaac & Partners ($244K) and Tucker Asset Management LLC ($116K).
- Company
- Amer FND Smallcap WRLD-A
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD A (Q4 2024)
- CUSIP
- 831681101
- 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 | $22K |
All 13F filers, Q3 2024 → Q4 2024: 30 shares bought and 307 shares sold, net −277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Hemenway Trust Co LLC | 0.02% | No change | 4,508 | $304K |
| Coston, McIsaac & Partners | 0.07% | Add +0.6% | 3,633 | $244K |
| Tucker Asset Management LLC | 0.03% | Add +0.6% | 1,720 | $116K |
"% 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.