Carson Wealth (CWM LLC)
CACG

Carson Wealth (CWM LLC)’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q2 		– Sell
-1,218
Closed -$55K – 4162
2022
Q1 		$55K Hold
1,218
– – ﹤0.01% 1568
2021
Q4 		$62K Buy
+1,218
New +$62.3K ﹤0.01% 1490
2021
Q2 		$60K Hold
1,218
– – ﹤0.01% 1322
2021
Q1 		$60K Hold
1,218
– – ﹤0.01% 1322
2020
Q4 		$60K Hold
1,218
– – ﹤0.01% 1322
2020
Q3 		$60K Hold
1,218
– – ﹤0.01% 1322
2020
Q2 		$60K Hold
1,218
– – ﹤0.01% 1322
2020
Q1 		$60K Hold
1,218
– – ﹤0.01% 1322
2019
Q4 		$60K Hold
1,218
– – ﹤0.01% 1322
2019
Q3 		$60K Hold
1,218
– – ﹤0.01% 1322
2019
Q2 		$60K Hold
1,218
– – ﹤0.01% 1322
2019
Q1 		$60K Buy
+1,218
New +$35.9K ﹤0.01% 1322

Other funds holding CACG

AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CACG Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q2 2022, closing a stake of 1,218 shares — an estimated $55K sold.

Carson Wealth (CWM LLC) first reported a position in CACG in Q1 2019 and held it in 12 quarters. The position peaked at $62K in Q4 2021. 45 funds tracked by Wall St. Rank hold CACG as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,218 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q2 2022, an estimated $55K.
  • Carson Wealth (CWM LLC) first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q1 2019 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $62K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.