CWGIX
American Funds Capital World Growth and Income Fund Class A
1W: -1.4%
1M: -1.2%
3M: -1.1%
YTD: +11.9%
1Y: +7.2%
3Y: +64.7%
5Y: +51.1%
$81.40
+0.38 (+0.47%)
Weekly Expected Move ±1.4%
$79
$80
$81
$82
$83
Institutional Ownership — CWGIX
6
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
2
New Positions
0
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 11,603 | 944K | — | +0.0% | 16Q | SEC ↗ |
| 2 | Westside Investment Management, Inc. | 3,697 | 301K | -274 | -6.9% | 4Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 1,344 | 109K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Financial Gravity Companies, Inc. NEW | 468 | 38K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Financial Gravity Asset Management, In NEW | 467 | 38K | — | +0.0% | 1Q | SEC ↗ |
| 6 | McIlrath & Eck, LLC NEW | 173 | 14K | — | +0.0% | 1Q | SEC ↗ |
| 7 | TOWER BRIDGE ADVISORS | 0 | 0K | -3,152 | -100.0% | 3Q | SEC ↗ |
| 8 | BECK MACK & OLIVER LLC | 0 | 0K | -26,108 | -100.0% | 2Q | SEC ↗ |
| 9 | Kohmann Bosshard Financial Services, L | 0 | 0K | -28 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 1,344 | 109K |
| Financial Gravity Companies, Inc. | 468 | 38K |
| Financial Gravity Asset Management, | 467 | 38K |
| McIlrath & Eck, LLC | 173 | 14K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BECK MACK & OLIVER LLC | 26,108 | 2M |
| TOWER BRIDGE ADVISORS | 3,152 | 257K |
| Kohmann Bosshard Financial Services | 28 | 2K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Westside Investment Management, Inc | -274 | -6.9% | 3,697 |