GBT
CGGO icon

Grove Bank & Trust’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Grove Bank & Trust’s Portfolio CGGO Stock Details CGGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$22.9K – 605
2023
Q3 		$22.9K Buy
+1,000
New +$24K ﹤0.01% 444

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Grove Bank & Trust's CGGO Position: Q4 2023 in Review

Grove Bank & Trust sold out of Capital Group Global Growth Equity ETF (CGGO) in Q4 2023, closing a stake of 1,000 shares — an estimated $22.9K sold.

Grove Bank & Trust first reported a position in CGGO in Q3 2023 and held it in 1 quarter. The position peaked at $22.9K in Q3 2023. 184 funds tracked by Wall St. Rank hold CGGO as of Q4 2023.

  • Grove Bank & Trust reported no remaining Capital Group Global Growth Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 1,000 Capital Group Global Growth Equity ETF shares in Q4 2023, an estimated $22.9K.
  • Grove Bank & Trust first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and held it in 1 quarter.
  • Grove Bank & Trust's Capital Group Global Growth Equity ETF position peaked at $22.9K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.