AMERICAN FUNDS SMALLCAP WORLD A SMCWX
LOAD EQUITY FUND · Open-End Fund · CUSIP 831681101
5
institutional holders
+0 vs Q2 2023
5.3k
shares reported held*
$310.2kreported value*
3 new
0 added
0 reduced
3 sold out
net sold ≈ $240.3k (-4.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $58.74.
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 3 |
| Q1 2023 | 3 |
| Q2 2023 | 5 |
| Q3 2023 | 5 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 0 | 0 |
| Q1 2023 | 1 | 0 |
| Q2 2023 | 3 | 1 |
| Q3 2023 | 3 | 3 |
Biggest buyers
| TUCKER ASSET MANAGEMENT LLC | New | +1.6k |
| DIVIDEND ASSETS CAPITAL, LLC | New | +39 |
| ORG Partners LLC | New | +30 |
Biggest sellers
| ROTHSCHILD INVESTMENT LLC /IL | Sold out | -4.8k |
| Strategic Investment Solutions, Inc. /IL | Sold out | -896 |
| PSI Advisors, LLC | Sold out | -14 |
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| Coston, McIsaac & Partners 0.08% of their portfolio | 3.6k $211.0k | Unchanged |
| TUCKER ASSET MANAGEMENT LLC 0.03% of their portfolio | 1.6k $93.8k | New |
| DIVIDEND ASSETS CAPITAL, LLC 0.00% of their portfolio | 39 $2.0k | New |
| ORG Partners LLC 0.00% of their portfolio | 30 $1.8k | New |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% of their portfolio | 27 $1.6k | Unchanged |