APWA
CACG

Atlas Private Wealth Advisors’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Atlas Private Wealth Advisors’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,100
Closed -$214K – 156
2024
Q1 		$214K Sell
4,100
-5,090
-55% -$255K 0.07% 106
2023
Q4 		$433K Sell
9,190
-660
-7% -$28.6K 0.08% 93
2023
Q3 		$401K Hold
9,850
– – 0.08% 120
2023
Q2 		$415K Buy
+9,850
New +$384K 0.08% 121
2022
Q3 		– Sell
-5,845
Closed -$210K – 135
2022
Q2 		$210K Sell
5,845
-785
-12% -$30.9K 0.13% 121
2022
Q1 		$302K Sell
6,630
-205
-3% -$9.2K 0.13% 108
2021
Q4 		$346K Sell
6,835
-905
-12% -$46.3K 0.16% 108
2021
Q3 		$376K Hold
7,740
– – 0.2% 101
2021
Q2 		$384K Sell
7,740
-190
-2% -$9.08K 0.21% 89
2021
Q1 		$362K Buy
7,930
+110
+1% +$4.95K 0.2% 87
2020
Q4 		$344K Hold
7,820
– – 0.23% 82
2020
Q3 		$309K Hold
7,820
– – 0.26% 81
2020
Q2 		$280K Buy
+7,820
New +$261K 0.25% 86

Atlas Private Wealth Advisors's CACG Position: Q2 2024 in Review

Atlas Private Wealth Advisors sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q2 2024, closing a stake of 4,100 shares — an estimated $214K sold.

Atlas Private Wealth Advisors first reported a position in CACG in Q2 2020 and held it in 13 quarters. The position peaked at $433K in Q4 2023. 0 funds tracked by Wall St. Rank hold CACG as of Q2 2024.

  • Atlas Private Wealth Advisors reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q2 2024 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 4,100 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q2 2024, an estimated $214K.
  • Atlas Private Wealth Advisors first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q2 2020 and held it in 13 quarters.
  • Atlas Private Wealth Advisors's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $433K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q2 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.