Fermata Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Fermata Advisors’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
2023 Q4	–	Sell	-32,692	Closed	-$749K	–	188
2023 Q3	$749K	Buy	+32,692	New	+$784K	0.21%	86
2023 Q2	–	Sell	-17,530	Closed	-$404K	–	74
2023 Q1	$404K	Buy	+17,530	New	+$392K	0.24%	66

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Fermata Advisors's CGGO Position: Q4 2023 in Review

Fermata Advisors sold out of Capital Group Global Growth Equity ETF (CGGO) in Q4 2023, closing a stake of 32,692 shares — an estimated $749K sold.

Fermata Advisors first reported a position in CGGO in Q1 2023 and held it in 2 quarters. The position peaked at $749K in Q3 2023. 184 funds tracked by Wall St. Rank hold CGGO as of Q4 2023.

Fermata Advisors reported no remaining Capital Group Global Growth Equity ETF position as of Q4 2023 after selling out during the quarter.
Fermata Advisors sold 32,692 Capital Group Global Growth Equity ETF shares in Q4 2023, an estimated $749K.
Fermata Advisors first reported a position in Capital Group Global Growth Equity ETF in Q1 2023 and held it in 2 quarters.
Fermata Advisors's Capital Group Global Growth Equity ETF position peaked at $749K in Q3 2023.
184 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2023.

Based on Fermata Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.