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Bridgewealth Advisory Group’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Bridgewealth Advisory Group’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
-11,183
Closed -$288K – 82
2023
Q4 		$288K Buy
11,183
+1,916
+21% +$46K 0.22% 53
2023
Q3 		$212K Buy
+9,267
New +$222K 0.26% 58

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
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

Bridgewealth Advisory Group's CGGO Position: Q1 2024 in Review

Bridgewealth Advisory Group sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2024, closing a stake of 11,183 shares — an estimated $288K sold.

Bridgewealth Advisory Group first reported a position in CGGO in Q3 2023 and held it in 2 quarters. The position peaked at $288K in Q4 2023. 216 funds tracked by Wall St. Rank hold CGGO as of Q1 2024.

  • Bridgewealth Advisory Group reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 11,183 Capital Group Global Growth Equity ETF shares in Q1 2024, an estimated $288K.
  • Bridgewealth Advisory Group first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and held it in 2 quarters.
  • Bridgewealth Advisory Group's Capital Group Global Growth Equity ETF position peaked at $288K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2024.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2024, filed 18 Apr 2024.