Amer FND Wash Mut Inv-F2WMFFX
13F holders, Q2 2024 (June 30)7holders +2
2new positions
0sold out
$60.35avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding Amer FND Wash Mut Inv-F2 (WMFFX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($874K), Spirit of America Management Corp. ($687K) and Encompass Wealth Advisors, LLC ($418K).
- Company
- Amer FND Wash Mut Inv-F2
- Filed as
- AMERICAN FUNDS WASHINGTO (Q2 2024)
- CUSIP
- 939330825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.6M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 26,332 shares bought and 895 shares sold, net +25,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| ORG Partners LLC | 0.11% | New | 14,474 | $874K |
| Spirit of America Management Corp. | 0.14% | New | 11,389 | $687K |
| Encompass Wealth Advisors, LLC | 0.11% | Add +3.6% | 6,932 | $418K |
| Tower Bridge Advisors | 0.03% | Add +5.0% | 4,490 | $271K |
| Tucker Asset Management LLC | 0.01% | Reduce -9.3% | 703 | $42K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -70.3% | 348 | $21K |
| Richardson Financial Services Inc. | 0.01% | Add +5.1% | 270 | $16K |
"% 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.