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Clear Point Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-1
Closed -$42 – 187
2024
Q3 		$42 Sell
1
-699
-100% -$23.2K ﹤0.01% 558
2024
Q2 		$23K Buy
+700
New +$22.2K 0.02% 261

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clear Point Advisors's CGGR Position: Q4 2024 in Review

Clear Point Advisors sold out of Capital Group Growth ETF (CGGR) in Q4 2024, closing a stake of 1 share — an estimated $42 sold.

Clear Point Advisors first reported a position in CGGR in Q2 2024 and held it in 2 quarters. The position peaked at $23K in Q2 2024. 438 funds tracked by Wall St. Rank hold CGGR as of Q4 2024.

  • Clear Point Advisors reported no remaining Capital Group Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1 Capital Group Growth ETF share in Q4 2024, an estimated $42.
  • Clear Point Advisors first reported a position in Capital Group Growth ETF in Q2 2024 and held it in 2 quarters.
  • Clear Point Advisors's Capital Group Growth ETF position peaked at $23K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.