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CGN Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

CGN Advisors’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,611
Closed -$231K – 204
2020
Q4 		$231K Buy
+4,611
New +$221K 0.09% 177

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CGN Advisors's LRGE Position: Q1 2021 in Review

CGN Advisors sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2021, closing a stake of 4,611 shares — an estimated $231K sold.

CGN Advisors first reported a position in LRGE in Q4 2020 and held it in 1 quarter. The position peaked at $231K in Q4 2020. 37 funds tracked by Wall St. Rank hold LRGE as of Q1 2021.

  • CGN Advisors reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2021 after selling out during the quarter.
  • CGN Advisors sold 4,611 ClearBridge Large Cap Growth Select ETF shares in Q1 2021, an estimated $231K.
  • CGN Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2020 and held it in 1 quarter.
  • CGN Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $231K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2021.

Based on CGN Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.