Bard Financial Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Bard Financial Services’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-105,200	Closed	-$2.56M	–	234
2023 Q2	$2.56M	Buy	105,200 +6,750	+7%	+$159K	0.19%	106
2023 Q1	$2.27M	Buy	98,450 +51,350	+109%	+$1.15M	0.18%	109
2022 Q4	$990K	Buy	47,100 +25,650	+120%	+$524K	0.08%	163
2022 Q3	$401K	Buy	21,450 +4,200	+24%	+$87.3K	0.04%	210
2022 Q2	$346K	Buy	+17,250	New	+$373K	0.03%	224

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Bard Financial Services's CGGO Position: Q3 2023 in Review

Bard Financial Services sold out of Capital Group Global Growth Equity ETF (CGGO) in Q3 2023, closing a stake of 105,200 shares — an estimated $2.56M sold.

Bard Financial Services first reported a position in CGGO in Q2 2022 and held it in 5 quarters. The position peaked at $2.56M in Q2 2023. 148 funds tracked by Wall St. Rank hold CGGO as of Q3 2023.

Bard Financial Services reported no remaining Capital Group Global Growth Equity ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 105,200 Capital Group Global Growth Equity ETF shares in Q3 2023, an estimated $2.56M.
Bard Financial Services first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and held it in 5 quarters.
Bard Financial Services's Capital Group Global Growth Equity ETF position peaked at $2.56M in Q2 2023.
148 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.