Highline Wealth Partners’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Highline Wealth Partners’s Portfolio CACG Stock Details CACG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,076	Closed	-$43.8K	–	438
2023 Q3	$43.8K	Buy	+1,076	New	+$45.4K	0.03%	116

Other funds holding CACG

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BPFA

Barnes Pettey Financial Advisors Clarksdale, Mississippi $229M AUM 20.32% 1-Year Est. Return

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

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

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

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

Highline Wealth Partners's CACG Position: Q4 2023 in Review

Highline Wealth Partners sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q4 2023, closing a stake of 1,076 shares — an estimated $43.8K sold.

Highline Wealth Partners first reported a position in CACG in Q3 2023 and held it in 1 quarter. The position peaked at $43.8K in Q3 2023. 36 funds tracked by Wall St. Rank hold CACG as of Q4 2023.

Highline Wealth Partners reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q4 2023 after selling out during the quarter.
Highline Wealth Partners sold 1,076 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q4 2023, an estimated $43.8K.
Highline Wealth Partners first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q3 2023 and held it in 1 quarter.
Highline Wealth Partners's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $43.8K in Q3 2023.
36 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q4 2023.

Based on Highline Wealth Partners's 13F filing for Q4 2023, filed 29 Oct 2024.