American Funds SMALLCAP World 529-F-2's ticker is and the CUSIP is 831681747. A total of 1 filers reported holding American Funds SMALLCAP World 529-F-2 in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $247,693 | -5.8% | 4,181 | +0.3% | 0.08% | -4.7% |
Q2 2023 | $262,970 | +5.5% | 4,170 | +0.3% | 0.09% | +1.2% |
Q1 2023 | $249,226 | +8.8% | 4,158 | +2.2% | 0.08% | +2.4% |
Q4 2022 | $228,964 | +11.7% | 4,068 | +3.5% | 0.08% | +6.4% |
Q3 2022 | $205,000 | -3.3% | 3,929 | +1.5% | 0.08% | +4.0% |
Q2 2022 | $212,000 | -20.9% | 3,872 | -1.8% | 0.08% | +10.3% |
Q1 2022 | $268,000 | -10.7% | 3,944 | +5.8% | 0.07% | -6.8% |
Q4 2021 | $300,000 | – | 3,729 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ENCOMPASS WEALTH ADVISORS, LLC | 3,944 | $268,000 | 0.07% |