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Bard Financial Services’s Capital Group Growth ETF CGGR Stock Holding History

Bard Financial Services’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
2023
Q3 		– Sell
-39,250
Closed -$990K – 235
2023
Q2 		$990K Hold
39,250
– – 0.08% 170
2023
Q1 		$882K Buy
39,250
+7,500
+24% +$163K 0.07% 179
2022
Q4 		$633K Buy
31,750
+19,250
+154% +$392K 0.05% 190
2022
Q3 		$244K Buy
+12,500
New +$267K 0.02% 252

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Bard Financial Services sold out of Capital Group Growth ETF (CGGR) in Q3 2023, closing a stake of 39,250 shares — an estimated $990K sold.

Bard Financial Services first reported a position in CGGR in Q3 2022 and held it in 4 quarters. The position peaked at $990K in Q2 2023. 201 funds tracked by Wall St. Rank hold CGGR as of Q3 2023.

  • Bard Financial Services reported no remaining Capital Group Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Bard Financial Services sold 39,250 Capital Group Growth ETF shares in Q3 2023, an estimated $990K.
  • Bard Financial Services first reported a position in Capital Group Growth ETF in Q3 2022 and held it in 4 quarters.
  • Bard Financial Services's Capital Group Growth ETF position peaked at $990K in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2023.

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