FCA
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FinTrust Capital Advisors’s Capital Group Growth ETF CGGR Stock Holding History

FinTrust Capital 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
Q3 		$52.2K Hold
1,500
– – 0.01% 562
2024
Q2 		$49.3K Hold
1,500
– – 0.01% 544
2024
Q1 		$48K Hold
1,500
– – 0.01% 533
2023
Q4 		$42.3K Buy
+1,500
New +$38.8K 0.01% 533

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FinTrust Capital Advisors's CGGR Position: Q3 2024 in Review

FinTrust Capital Advisors held its Capital Group Growth ETF (CGGR) position steady in Q3 2024 at 1,500 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #562.

FinTrust Capital Advisors first reported a position in CGGR in Q4 2023 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold CGGR as of Q3 2024.

  • FinTrust Capital Advisors held 1,500 shares of Capital Group Growth ETF worth $52.2K as of Q3 2024.
  • FinTrust Capital Advisors left its Capital Group Growth ETF share count unchanged in Q3 2024.
  • Capital Group Growth ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #562 holding.
  • FinTrust Capital Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.