Fidelity Investments
CACG

Fidelity Investments’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Fidelity Investments’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$33 – 5590
2022
Q4 		$33 Buy
+1
New +$36 ﹤0.01% 5015

Other funds holding CACG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $229M AUM 20.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments's CACG Position: Q1 2023 in Review

Fidelity Investments sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q1 2023, closing a stake of 1 share — an estimated $33 sold.

Fidelity Investments first reported a position in CACG in Q4 2022 and held it in 1 quarter. The position peaked at $33 in Q4 2022. 37 funds tracked by Wall St. Rank hold CACG as of Q1 2023.

  • Fidelity Investments reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q1 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF share in Q1 2023, an estimated $33.
  • Fidelity Investments first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q4 2022 and held it in 1 quarter.
  • Fidelity Investments's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $33 in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q1 2023.

Based on Fidelity Investments's 13F filing for Q1 2023, filed 11 May 2023.