SMCWX
American Funds SMALLCAP World Fund Class A
1W: -0.6%
1M: -0.8%
3M: -4.3%
YTD: +10.1%
1Y: +8.2%
3Y: +41.1%
5Y: -2.1%
$82.22
+0.82 (+1.01%)
Weekly Expected Move ±1.6%
$79
$80
$81
$83
$84
Institutional Ownership — SMCWX
3
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 3,772 | 310K | — | +0.0% | 16Q | SEC ↗ |
| 2 | Westside Investment Management, Inc. | 2,143 | 176K | — | +0.0% | 4Q | SEC ↗ |
| 3 | Benson Wealth Management INC | 0 | 0K | -127 | -100.0% | 1Q | SEC ↗ |
| 4 | Coastwise Capital Group, LLC | 0 | 0K | -2,764 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Coastwise Capital Group, LLC | 2,764 | 227K |
| Benson Wealth Management INC | 127 | 10K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.