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

FinTrust Capital 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
2024 Q3	$136K	Sell	1,860 -8	-0.4%	-$563	0.02%	374
2024 Q2	$130K	Hold	1,868	–	–	0.02%	360
2024 Q1	$125K	Hold	1,868	–	–	0.02%	350
2023 Q4	$111K	Hold	1,868	–	–	0.02%	345
2023 Q3	$96.8K	Sell	1,868 -698	-27%	-$37.8K	0.02%	350
2023 Q2	$105K	Hold	2,566	–	–	0.03%	341
2023 Q1	$105K	Hold	2,566	–	–	0.03%	338
2022 Q4	$105K	Hold	2,566	–	–	0.03%	338
2022 Q3	$105K	Sell	2,566 -1,042	-29%	-$46.4K	0.03%	366
2022 Q2	$161K	Hold	3,608	–	–	0.04%	298
2022 Q1	$194K	Hold	3,608	–	–	0.04%	296
2021 Q4	$219K	Hold	3,608	–	–	0.05%	275
2021 Q3	$204K	Hold	3,608	–	–	0.05%	266
2021 Q2	$201K	Hold	3,608	–	–	0.05%	281
2021 Q1	$182K	Buy	3,608 +1,200	+50%	+$60K	0.05%	281
2020 Q4	$120K	Hold	2,408	–	–	0.04%	342
2020 Q3	$110	Hold	2,408	–	–	0.02%	343
2020 Q2	$98K	Hold	2,408	–	–	0.04%	336
2020 Q1	$78K	Hold	2,408	–	–	0.04%	332
2019 Q4	$92K	Hold	2,408	–	–	0.04%	336
2019 Q3	$84K	Hold	2,408	–	–	0.03%	357
2019 Q2	$84K	Buy	+2,408	New	+$82.5K	0.03%	314

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FinTrust Capital Advisors reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 0.43% in Q3 2024, selling an estimated $563 and leaving 1,860 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #374.

FinTrust Capital Advisors first reported a position in LRGE in Q2 2019 and has held it in 22 quarters since. The position peaked at $219K in Q4 2021. 79 funds tracked by Wall St. Rank hold LRGE as of Q3 2024.

FinTrust Capital Advisors held 1,860 shares of ClearBridge Large Cap Growth Select ETF worth $136K as of Q3 2024.
FinTrust Capital Advisors sold 8 ClearBridge Large Cap Growth Select ETF shares in Q3 2024, an estimated $563.
ClearBridge Large Cap Growth Select ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #374 holding.
FinTrust Capital Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2019 and has held it in 22 quarters since.
FinTrust Capital Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $219K in Q4 2021.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2024.

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