Cedar Brook Financial Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-131,970	Closed	-$3.8M	–	77
2024 Q1	$3.8M	Buy	131,970 +25,100	+23%	+$683K	0.75%	29
2023 Q4	$2.74M	Buy	106,870 +3,140	+3%	+$75.4K	0.61%	38
2023 Q3	$2.38M	Buy	103,730 +2,711	+3%	+$65K	0.62%	39
2023 Q2	$2.45M	Buy	101,019 +164	+0.2%	+$3.86K	0.58%	37
2023 Q1	$2.33M	Buy	100,855 +537	+0.5%	+$12K	0.6%	36
2022 Q4	$2.11M	Buy	100,318 +83,072	+482%	+$1.7M	0.59%	38
2022 Q3	$322K	Buy	+17,246	New	+$359K	0.1%	227

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 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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cedar Brook Financial Partners's CGGO Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2024, closing a stake of 131,970 shares — an estimated $3.8M sold.

Cedar Brook Financial Partners first reported a position in CGGO in Q3 2022 and held it in 7 quarters. The position peaked at $3.8M in Q1 2024. 237 funds tracked by Wall St. Rank hold CGGO as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 131,970 Capital Group Global Growth Equity ETF shares in Q2 2024, an estimated $3.8M.
Cedar Brook Financial Partners first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and held it in 7 quarters.
Cedar Brook Financial Partners's Capital Group Global Growth Equity ETF position peaked at $3.8M in Q1 2024.
237 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.