CWGFX
American Funds Capital World Growth & Income Fund Class F-1 Shs
1W: -1.4%
1M: -1.2%
3M: -1.1%
YTD: +11.9%
1Y: +7.2%
3Y: +64.5%
5Y: +50.6%
$81.13
+0.37 (+0.46%)
Weekly Expected Move ±1.4%
$78
$80
$81
$82
$83
Institutional Ownership — CWGFX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Gravity Companies, Inc. NEW | 18 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Financial Gravity Asset Management, In | 18 | 1K | -20 | -52.6% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 18 | 1K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | -20 | -52.6% | 18 |