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Cedar Brook Financial Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Cedar Brook Financial Partners’s Portfolio CGMS Stock Details CGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,334
Closed -$225K – 79
2024
Q1 		$225K Buy
+8,334
New +$225K 0.04% 390

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

Cedar Brook Financial Partners sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2024, closing a stake of 8,334 shares — an estimated $225K sold.

Cedar Brook Financial Partners first reported a position in CGMS in Q1 2024 and held it in 1 quarter. The position peaked at $225K in Q1 2024. 137 funds tracked by Wall St. Rank hold CGMS as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 8,334 Capital Group US Multi-Sector Income ETF shares in Q2 2024, an estimated $225K.
  • Cedar Brook Financial Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2024 and held it in 1 quarter.
  • Cedar Brook Financial Partners's Capital Group US Multi-Sector Income ETF position peaked at $225K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2024.

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