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Blue Trust Inc’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Blue Trust Inc’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
2024
Q1 		– Sell
-875
Closed -$20K – 2266
2023
Q4 		$20K Buy
+875
New +$21K ﹤0.01% 1280

Other funds holding CGGO

CGPCS
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blue Trust Inc's CGGO Position: Q1 2024 in Review

Blue Trust Inc sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2024, closing a stake of 875 shares — an estimated $20K sold.

Blue Trust Inc first reported a position in CGGO in Q4 2023 and held it in 1 quarter. The position peaked at $20K in Q4 2023. 216 funds tracked by Wall St. Rank hold CGGO as of Q1 2024.

  • Blue Trust Inc reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 875 Capital Group Global Growth Equity ETF shares in Q1 2024, an estimated $20K.
  • Blue Trust Inc first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's Capital Group Global Growth Equity ETF position peaked at $20K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.