Cedar Brook Financial Partners’s Capital Group Growth ETF CGGR Stock Holding History

Cedar Brook Financial Partners’s Portfolio CGGR Stock Details CGGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-102,690	Closed	-$3.29M	–	78
2024 Q1	$3.29M	Buy	102,690 +22,628	+28%	+$680K	0.65%	38
2023 Q4	$2.27M	Buy	80,062 +5,713	+8%	+$148K	0.5%	50
2023 Q3	$1.82M	Buy	74,349 +2,126	+3%	+$54K	0.48%	53
2023 Q2	$1.82M	Buy	72,223 +2,065	+3%	+$48.1K	0.43%	55
2023 Q1	$1.58M	Buy	70,158 +3,385	+5%	+$73.5K	0.4%	63
2022 Q4	$1.33M	Buy	66,773 +56,642	+559%	+$1.15M	0.38%	69
2022 Q3	$198K	Buy	+10,131	New	+$216K	0.06%	331

Other funds holding CGGR

CGPCS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Capital Group Growth ETF (CGGR) in Q2 2024, closing a stake of 102,690 shares — an estimated $3.29M sold.

Cedar Brook Financial Partners first reported a position in CGGR in Q3 2022 and held it in 7 quarters. The position peaked at $3.29M in Q1 2024. 330 funds tracked by Wall St. Rank hold CGGR as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Capital Group Growth ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 102,690 Capital Group Growth ETF shares in Q2 2024, an estimated $3.29M.
Cedar Brook Financial Partners first reported a position in Capital Group Growth ETF in Q3 2022 and held it in 7 quarters.
Cedar Brook Financial Partners's Capital Group Growth ETF position peaked at $3.29M in Q1 2024.
330 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2024.

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