CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 132 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,065,585 | +10.1% | 1,060,279 | +12.5% | 0.28% | +8.2% |
| Q2 2023 | $25,491,311 | +21.7% | 942,726 | +12.3% | 0.26% | +12.3% |
| Q1 2023 | $20,938,380 | +13.7% | 839,551 | +7.6% | 0.23% | +38.4% |
| Q4 2022 | $18,413,363 | -99.8% | 780,558 | -21.2% | 0.16% | +51.9% |
| Q3 2022 | $10,118,108,000 | +118699.0% | 989,982 | +159.4% | 0.11% | +22.7% |
| Q2 2022 | $8,517,000 | +529.0% | 381,589 | +629.3% | 0.09% | +528.6% |
| Q1 2022 | $1,354,000 | – | 52,324 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Investment Advisory Services, LLC | 817,764 | $21,646,216 | 16.04% |
| Erickson Financial Group, LLC | 570,201 | $15,093,220 | 14.12% |
| Confluence Wealth Services, Inc. | 2,015,315 | $53,345,399 | 10.53% |
| Ergawealth Advisors, Inc. | 526,321 | $13,931,730 | 9.61% |
| WNY Asset Management, LLC | 1,576,773 | $41,737,139 | 8.14% |
| Johnson Bixby & Associates, LLC | 1,231,764 | $32,604,798 | 6.80% |
| WJ Wealth Management, LLC | 523,027 | $13,844,506 | 6.73% |
| &PARTNERS | 459,791 | $12,177,789 | 5.68% |
| FinDec Wealth Services, Inc. | 284,971 | $7,543,193 | 5.45% |
| DB Wealth Management Group, LLC | 291,216 | $7,708,484 | 4.86% |