AP
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Appleton Partners’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Appleton Partners’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,973
Closed -$241K – 311
2021
Q4 		$241K Buy
3,973
+136
+4% +$8.2K 0.02% 287
2021
Q3 		$216K Buy
+3,837
New +$221K 0.02% 281

Other funds holding LRGE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Appleton Partners's LRGE Position: Q1 2022 in Review

Appleton Partners sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2022, closing a stake of 3,973 shares — an estimated $241K sold.

Appleton Partners first reported a position in LRGE in Q3 2021 and held it in 2 quarters. The position peaked at $241K in Q4 2021. 42 funds tracked by Wall St. Rank hold LRGE as of Q1 2022.

  • Appleton Partners reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2022 after selling out during the quarter.
  • Appleton Partners sold 3,973 ClearBridge Large Cap Growth Select ETF shares in Q1 2022, an estimated $241K.
  • Appleton Partners first reported a position in ClearBridge Large Cap Growth Select ETF in Q3 2021 and held it in 2 quarters.
  • Appleton Partners's ClearBridge Large Cap Growth Select ETF position peaked at $241K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2022.

Based on Appleton Partners's 13F filing for Q1 2022, filed 5 Apr 2022.