Amer FND Wash Mut Inv-F2WMFFX
13F holders, Q1 2024 (March 31)5holders
$61.63avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Amer FND Wash Mut Inv-F2 (WMFFX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($416K), Tower Bridge Advisors ($266K) and Financial Gravity Asset Management, Inc. ($67K).
- Company
- Amer FND Wash Mut Inv-F2
- Filed as
- AMERICAN FUNDS WASHINGTO (Q1 2024)
- CUSIP
- 939330825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15K |
| Exits | 2 | $79K |
Ownership 5 holders
| Encompass Wealth Advisors, LLC | 0.11% | Reduce -2.4% | 6,691 | $416K |
| Tower Bridge Advisors | 0.03% | Add +0.4% | 4,275 | $266K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 1,171 | $67K |
| Tucker Asset Management LLC | 0.01% | Add +15.3% | 775 | $48K |
| Richardson Financial Services Inc. | 0.01% | New | 257 | $15K |
"% of holder's portfolio" is WMFFX's weight in each manager's 13F, not the share of Amer FND Wash Mut Inv-F2 the manager owns.