AMERICAN FUNDS WASHINGTO - LOAD EQUITY FUND

Historical Portfolio Holders from Q1 2014 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / LOAD EQUITY FUND
Shares, excl. options Q3 2024
33.9K
Holdings value Q3 2024
$2.18M
Value change Q3 2024
-$387K
Grand Portfolio weight change Q3 2024
0%
Number of holders
6
Number of buys Q3 2024
2
Number of sells Q3 2024
-4
Average buys Q3 2024 %
+0%
Average sells Q3 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 33.9K $2.18M -$387K $64.38 6
2024 Q2 42.6K $2.57M +$566K $60.43 7
2024 Q1 32.4K $2.02M -$435K $62.22 4
2023 Q4 40.9K $2.34M +$6.04K $57.20 7
2023 Q3 32.7K $1.73M -$195K $52.81 6
2023 Q2 36.3K $1.99M +$297K $54.27 5
2023 Q1 30.8K $1.61M +$5.02K $52.35 5
2022 Q4 36.7K $1.91M +$183K $51.99 6
2022 Q3 33.3K $1.59M +$124K $47.43 5
2022 Q2 30.1K $1.53M +$405K $50.73 5
2022 Q1 30.3K $1.79M -$43.8K $59.11 4
2021 Q4 31.1K $1.88M +$698K $60.45 4
2021 Q3 20.6K $1.14M -$181K $55.23 3
2021 Q2 19.6K $1.09M +$235K $55.74 3
2021 Q1 15.4K $834K +$2.82K $54.17 2
2020 Q4 15.3K $770K -$258K $50.19 2
2020 Q3 20.5K $939K -$96.1K $45.85 1
2020 Q2 22.7K $988K +$62.9K $43.65 2
2020 Q1 21.4K $803K -$899K $37.77 2
2019 Q4 40.2K $1.94M -$21.8K $48.16 6
2019 Q3 38.8K $1.8M -$92.9K $46.40 5
2019 Q2 42.7K $1.96M -$469K $45.89 6
2019 Q1 53.1K $2.4M -$1.26M $45.16 7
2018 Q4 89.1K $3.66M +$1.56M $41.08 10
2018 Q3 49.3K $2.3M +$386K $46.68 6
2018 Q2 52.5K $2.33M +$100K $44.36 5
2018 Q1 50.3K $2.25M -$2.46M $44.78 5
2017 Q4 104K $4.75M +$180K $45.65 10
2017 Q3 100K $4.47M +$1.07M $44.54 9
2017 Q2 76.6K $3.25M +$749K $42.36 8
2017 Q1 59.1K $2.51M -$86.3K $42.51 7
2016 Q4 61.4K $2.52M +$20.8K $40.97 6
2016 Q3 60.9K $2.48M -$555K $40.70 6
2016 Q2 74.7K $3M +$186K $40.10 8
2016 Q1 70.1K $2.73M -$1.14M $38.95 7
2015 Q4 99.8K $3.84M +$835K $38.45 10
2015 Q3 78K $2.93M -$6.91M $37.61 7
2015 Q2 251K $10M -$773K $40.17 8
2015 Q1 270K $11M +$380K $40.84 10
2014 Q4 260K $10.7M +$224K $40.93 9
2014 Q3 255K $10.7M -$727K $41.85 9
2014 Q2 272K $11.3M +$628K $41.63 8
2014 Q1 257K $10.3M -$147K $39.99 10