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Arden Trust’s Capital Group Growth ETF CGGR Stock Holding History

Arden Trust’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
Q2 		$30.1M Buy
915,908
+121,868
+15% +$3.87M 4.21% 3
2024
Q1 		$25.4M Sell
794,040
-35,349
-4% -$1.06M 3.54% 7
2023
Q4 		$23.4M Buy
829,389
+369,931
+81% +$9.56M 3.44% 7
2023
Q3 		$11.3M Sell
459,458
-12,152
-3% -$308K 1.87% 15
2023
Q2 		$11.9M Buy
471,610
+17,920
+4% +$417K 1.95% 16
2023
Q1 		$10.2M Buy
+453,690
New +$9.85M 1.84% 15

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Arden Trust's CGGR Position: Q2 2024 in Review

Arden Trust increased its Capital Group Growth ETF (CGGR) stake by 15% in Q2 2024, buying an estimated $3.87M and bringing the position to 915,908 shares worth $30.1M. The position accounts for 4.21% of the portfolio, ranked #3.

Arden Trust first reported a position in CGGR in Q1 2023 and has held it in 6 quarters since. 330 funds tracked by Wall St. Rank hold CGGR as of Q2 2024.

  • Arden Trust held 915,908 shares of Capital Group Growth ETF worth $30.1M as of Q2 2024.
  • Arden Trust bought 121,868 Capital Group Growth ETF shares in Q2 2024, an estimated $3.87M.
  • Capital Group Growth ETF made up 4.21% of Arden Trust's portfolio in Q2 2024, its #3 holding.
  • Arden Trust first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 6 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.