GFA
CGGR icon

Gallagher Fiduciary Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Gallagher Fiduciary 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
2023
Q3 		– Sell
-23,500
Closed -$593K – 174
2023
Q2 		$593K Buy
+23,500
New +$547K 0.05% 113

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Gallagher Fiduciary Advisors's CGGR Position: Q3 2023 in Review

Gallagher Fiduciary Advisors sold out of Capital Group Growth ETF (CGGR) in Q3 2023, closing a stake of 23,500 shares — an estimated $593K sold.

Gallagher Fiduciary Advisors first reported a position in CGGR in Q2 2023 and held it in 1 quarter. The position peaked at $593K in Q2 2023. 201 funds tracked by Wall St. Rank hold CGGR as of Q3 2023.

  • Gallagher Fiduciary Advisors reported no remaining Capital Group Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 23,500 Capital Group Growth ETF shares in Q3 2023, an estimated $593K.
  • Gallagher Fiduciary Advisors first reported a position in Capital Group Growth ETF in Q2 2023 and held it in 1 quarter.
  • Gallagher Fiduciary Advisors's Capital Group Growth ETF position peaked at $593K in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.