Amer FND Wash Mut Inv-CWSHCX
13F holders, Q3 2024 (September 30)2holders +1
1new positions
0sold out
$63.21avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Amer FND Wash Mut Inv-C (WSHCX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($109K) and Game Plan Financial Advisors, LLC ($16K).
- Company
- Amer FND Wash Mut Inv-C
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL C (Q3 2024)
- CUSIP
- 939330304
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $109K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 1,732 shares bought and 139 shares sold, net +1,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Tucker Asset Management LLC | 0.03% | New | 1,732 | $109K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -35.1% | 257 | $16K |
"% of holder's portfolio" is WSHCX's weight in each manager's 13F, not the share of Amer FND Wash Mut Inv-C the manager owns.