Archer Investment Corporation’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Archer Investment Corporation’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
2023 Q4	–	Sell	-318	Closed	-$16.5K	–	1070
2023 Q3	$16.5K	Hold	318	–	–	0.01%	539
2023 Q2	$17.3K	Hold	318	–	–	0.01%	535
2023 Q1	$15.2K	Hold	318	–	–	0.01%	520
2022 Q4	$13K	Hold	318	–	–	0.01%	517
2022 Q3	$12.6K	Hold	318	–	–	0.01%	504
2022 Q2	$13.3K	Hold	318	–	–	0.01%	507
2022 Q1	$16.3K	Hold	318	–	–	0.01%	500
2021 Q4	$19.3K	Hold	318	–	–	0.01%	486
2021 Q3	$17.9K	Buy	+318	New	+$18.3K	0.01%	478
2021 Q2	–	Sell	-318	Closed	-$16.1K	–	649
2021 Q1	$16.1K	Hold	318	–	–	0.01%	493
2020 Q4	$15.9K	Hold	318	–	–	0.01%	451
2020 Q3	$14.6K	Hold	318	–	–	0.01%	401
2020 Q2	$13K	Hold	318	–	–	0.01%	395
2020 Q1	$10K	Sell	318 -583	-65%	-$21.5K	0.01%	423
2019 Q4	$34K	Buy	+901	New	+$32.8K	0.02%	297

Other funds holding LRGE

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Archer Investment Corporation's LRGE Position: Q4 2023 in Review

Archer Investment Corporation sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q4 2023, closing a stake of 318 shares — an estimated $16.5K sold.

Archer Investment Corporation first reported a position in LRGE in Q4 2019 and held it in 15 quarters. The position peaked at $34K in Q4 2019. 43 funds tracked by Wall St. Rank hold LRGE as of Q4 2023.

Archer Investment Corporation reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q4 2023 after selling out during the quarter.
Archer Investment Corporation sold 318 ClearBridge Large Cap Growth Select ETF shares in Q4 2023, an estimated $16.5K.
Archer Investment Corporation first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2019 and held it in 15 quarters.
Archer Investment Corporation's ClearBridge Large Cap Growth Select ETF position peaked at $34K in Q4 2019.
43 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q4 2023.

Based on Archer Investment Corporation's 13F filing for Q4 2023, filed 31 Jan 2024.