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

Doliver 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
Q2 		– Sell
-6,675
Closed -$337K – 152
2021
Q1 		$337K Hold
6,675
– – 0.13% 100
2020
Q4 		$334K Sell
6,675
-2,300
-26% -$110K 0.15% 96
2020
Q3 		$411K Sell
8,975
-10,025
-53% -$445K 0.21% 85
2020
Q2 		$776K Buy
+19,000
New +$714K 0.35% 52

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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Doliver Advisors's LRGE Position: Q2 2021 in Review

Doliver Advisors sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2021, closing a stake of 6,675 shares — an estimated $337K sold.

Doliver Advisors first reported a position in LRGE in Q2 2020 and held it in 4 quarters. The position peaked at $776K in Q2 2020. 37 funds tracked by Wall St. Rank hold LRGE as of Q2 2021.

  • Doliver Advisors reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q2 2021 after selling out during the quarter.
  • Doliver Advisors sold 6,675 ClearBridge Large Cap Growth Select ETF shares in Q2 2021, an estimated $337K.
  • Doliver Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2020 and held it in 4 quarters.
  • Doliver Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $776K in Q2 2020.
  • 37 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2021.

Based on Doliver Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.