AW
CACG

ACG Wealth’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

ACG Wealth’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21
Closed -$1K – 1068
2022
Q2 		$1K Buy
+21
New +$827 ﹤0.01% 893
2018
Q2 		– Sell
-13,263
Closed -$375K – 322
2018
Q1 		$375K Buy
+13,263
New +$385K 0.06% 211

Other funds holding CACG

AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACG Wealth's CACG Position: Q3 2022 in Review

ACG Wealth sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q3 2022, closing a stake of 21 shares — an estimated $1K sold.

ACG Wealth first reported a position in CACG in Q1 2018 and held it in 2 quarters. The position peaked at $375K in Q1 2018. 42 funds tracked by Wall St. Rank hold CACG as of Q3 2022.

  • ACG Wealth reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 21 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q3 2022, an estimated $1K.
  • ACG Wealth first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q1 2018 and held it in 2 quarters.
  • ACG Wealth's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $375K in Q1 2018.
  • 42 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.