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

Insight Wealth Strategies’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
2020 Q1	–	Sell	-27,941	Closed	-$963K	–	200
2019 Q4	$963K	Sell	27,941 -3,700	-12%	-$122K	0.2%	85
2019 Q3	$1M	Sell	31,641 -25,151	-44%	-$805K	0.24%	69
2019 Q2	$1.8M	Sell	56,792 -44,030	-44%	-$1.37M	0.44%	40
2019 Q1	$3.07M	Buy	100,822 +60,190	+148%	+$1.77M	0.86%	21
2018 Q4	$1.09M	Buy	+40,632	New	+$1.17M	0.33%	48

Other funds holding CACG

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Insight Wealth Strategies's CACG Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q1 2020, closing a stake of 27,941 shares — an estimated $963K sold.

Insight Wealth Strategies first reported a position in CACG in Q4 2018 and held it in 5 quarters. The position peaked at $3.07M in Q1 2019. 33 funds tracked by Wall St. Rank hold CACG as of Q1 2020.

Insight Wealth Strategies reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q1 2020 after selling out during the quarter.
Insight Wealth Strategies sold 27,941 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q1 2020, an estimated $963K.
Insight Wealth Strategies first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q4 2018 and held it in 5 quarters.
Insight Wealth Strategies's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $3.07M in Q1 2019.
33 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.