Barnes Pettey Financial Advisors’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Barnes Pettey Financial 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	-55,664	Closed	-$2.9M	–	100
2024 Q1	$2.9M	Sell	55,664 -1,481	-3%	-$74.3K	2.5%	8
2023 Q4	$2.69M	Buy	57,145 +1,221	+2%	+$52.9K	2.19%	15
2023 Q3	$2.28M	Buy	55,924 +883	+2%	+$37.3K	2.09%	14
2023 Q2	$2.32M	Sell	55,041 -407	-0.7%	-$15.9K	2.01%	16
2023 Q1	$2.09M	Buy	55,448 +4,838	+10%	+$174K	2%	13
2022 Q4	$1.68M	Buy	50,610 +25,489	+101%	+$916K	1.73%	18
2022 Q3	$866K	Sell	25,121 -418	-2%	-$16K	1.18%	22
2022 Q2	$919K	Sell	25,539 -682	-3%	-$26.9K	1.19%	22
2022 Q1	$1.19M	Hold	26,221	–	–	1.44%	19
2021 Q4	$1.33M	Buy	+26,221	New	+$1.34M	1.53%	15

Barnes Pettey Financial Advisors's CACG Position: Q2 2024 in Review

Barnes Pettey Financial Advisors sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q2 2024, closing a stake of 55,664 shares — an estimated $2.9M sold.

Barnes Pettey Financial Advisors first reported a position in CACG in Q4 2021 and held it in 10 quarters. The position peaked at $2.9M in Q1 2024. 0 funds tracked by Wall St. Rank hold CACG as of Q2 2024.

Barnes Pettey Financial 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.
Barnes Pettey Financial Advisors sold 55,664 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q2 2024, an estimated $2.9M.
Barnes Pettey Financial Advisors first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q4 2021 and held it in 10 quarters.
Barnes Pettey Financial Advisors's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $2.9M in Q1 2024.
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 Barnes Pettey Financial Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.