Cary Street Partners Investment Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10	Closed	-$250	–	814
2023 Q3	$250	Buy	+10	New	+$250	﹤0.01%	1820

Other funds holding CGBL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cary Street Partners Investment Advisory's CGBL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Capital Group Core Balanced ETF (CGBL) in Q4 2023, closing a stake of 10 shares — an estimated $250 sold.

Cary Street Partners Investment Advisory first reported a position in CGBL in Q3 2023 and held it in 1 quarter. The position peaked at $250 in Q3 2023. 40 funds tracked by Wall St. Rank hold CGBL as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Capital Group Core Balanced ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 10 Capital Group Core Balanced ETF shares in Q4 2023, an estimated $250.
Cary Street Partners Investment Advisory first reported a position in Capital Group Core Balanced ETF in Q3 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Capital Group Core Balanced ETF position peaked at $250 in Q3 2023.
40 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.