Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
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Equity / LOAD EQUITY FUND
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Number of holders
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4
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Total 13F shares, excl. options
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12,768
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Shares change
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+159
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Total reported value, excl. options
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$731,217
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Value change
-
+$9,071
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Number of buys
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2
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Price
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$57.14
Institutional Holders of AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND as of Q2 2023
As of 30 Jun 2023 AMERICAN FUNDS CAPITAL WORLD GR&INC A - LOAD EQUITY FUND had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 12,768 shares of stock of the company.
Largest 4 holders included Coston, McIsaac & Partners, RNC CAPITAL MANAGEMENT LLC, RE Dickinson Investment Advisors, LLC, and Strategic Investment Solutions, Inc. /IL.
This table shows 4 institutional shareholders of the security as of 30 Jun 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.