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CFS Investment Advisory Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

CFS Investment Advisory Services’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
2022
Q2 		– Sell
-113,847
Closed -$5K – 261
2022
Q1 		$5K Buy
+113,847
New +$2.71M 0.02% 201

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
FC
Financial Council Towson, Maryland $259M AUM 21.02% 1-Year Est. Return

CFS Investment Advisory Services's CGGO Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2022, closing a stake of 113,847 shares — an estimated $5K sold.

CFS Investment Advisory Services first reported a position in CGGO in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 55 funds tracked by Wall St. Rank hold CGGO as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 113,847 Capital Group Global Growth Equity ETF shares in Q2 2022, an estimated $5K.
  • CFS Investment Advisory Services first reported a position in Capital Group Global Growth Equity ETF in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Capital Group Global Growth Equity ETF position peaked at $5K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.