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Frazier Financial Advisors’s Congress Large Cap Growth ETF CAML Stock Holding History

Frazier Financial Advisors’s Portfolio CAML Stock Details CAML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39
Closed -$1.29K – 681
2024
Q3 		$1.29K Hold
39
– – ﹤0.01% 737
2024
Q2 		$1.25K Hold
39
– – ﹤0.01% 843
2024
Q1 		$1.21K Hold
39
– – ﹤0.01% 792
2023
Q4 		$1.08K Buy
+39
New +$1.01K ﹤0.01% 749

Other funds holding CAML

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Frazier Financial Advisors's CAML Position: Q4 2024 in Review

Frazier Financial Advisors sold out of Congress Large Cap Growth ETF (CAML) in Q4 2024, closing a stake of 39 shares — an estimated $1.29K sold.

Frazier Financial Advisors first reported a position in CAML in Q4 2023 and held it in 4 quarters. The position peaked at $1.29K in Q3 2024. 7 funds tracked by Wall St. Rank hold CAML as of Q4 2024.

  • Frazier Financial Advisors reported no remaining Congress Large Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 39 Congress Large Cap Growth ETF shares in Q4 2024, an estimated $1.29K.
  • Frazier Financial Advisors first reported a position in Congress Large Cap Growth ETF in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's Congress Large Cap Growth ETF position peaked at $1.29K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Congress Large Cap Growth ETF as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.