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CGGO icon

Affiance Financial’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Affiance Financial’s Portfolio CGGO Stock Details CGGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-875
Closed -$18.4K – 147
2022
Q4 		$18.4K Buy
+875
New +$17.9K 0.01% 249

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Affiance Financial's CGGO Position: Q1 2023 in Review

Affiance Financial sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2023, closing a stake of 875 shares — an estimated $18.4K sold.

Affiance Financial first reported a position in CGGO in Q4 2022 and held it in 1 quarter. The position peaked at $18.4K in Q4 2022. 111 funds tracked by Wall St. Rank hold CGGO as of Q1 2023.

  • Affiance Financial reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 875 Capital Group Global Growth Equity ETF shares in Q1 2023, an estimated $18.4K.
  • Affiance Financial first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's Capital Group Global Growth Equity ETF position peaked at $18.4K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.