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Alpha Cubed Investments’s Capital Group Growth ETF CGGR Stock Holding History

Alpha Cubed Investments’s Portfolio CGGR Stock Details CGGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,500
Closed -$212K – 302
2023
Q4 		$212K Buy
+7,500
New +$194K 0.01% 248

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Alpha Cubed Investments's CGGR Position: Q1 2024 in Review

Alpha Cubed Investments sold out of Capital Group Growth ETF (CGGR) in Q1 2024, closing a stake of 7,500 shares — an estimated $212K sold.

Alpha Cubed Investments first reported a position in CGGR in Q4 2023 and held it in 1 quarter. The position peaked at $212K in Q4 2023. 294 funds tracked by Wall St. Rank hold CGGR as of Q1 2024.

  • Alpha Cubed Investments reported no remaining Capital Group Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Alpha Cubed Investments sold 7,500 Capital Group Growth ETF shares in Q1 2024, an estimated $212K.
  • Alpha Cubed Investments first reported a position in Capital Group Growth ETF in Q4 2023 and held it in 1 quarter.
  • Alpha Cubed Investments's Capital Group Growth ETF position peaked at $212K in Q4 2023.
  • 294 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2024.

Based on Alpha Cubed Investments's 13F filing for Q1 2024, filed 23 Apr 2024.