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

Investment Partners Asset Management’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
2024 Q2	–	Sell	-5,300	Closed	-$276K	–	139
2024 Q1	$276K	Hold	5,300	–	–	0.25%	107
2023 Q4	$250K	Buy	+5,300	New	+$230K	0.25%	109

Investment Partners Asset Management's CACG Position: Q2 2024 in Review

Investment Partners Asset Management sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q2 2024, closing a stake of 5,300 shares — an estimated $276K sold.

Investment Partners Asset Management first reported a position in CACG in Q4 2023 and held it in 2 quarters. The position peaked at $276K in Q1 2024. 0 funds tracked by Wall St. Rank hold CACG as of Q2 2024.

Investment Partners Asset Management reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q2 2024 after selling out during the quarter.
Investment Partners Asset Management sold 5,300 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q2 2024, an estimated $276K.
Investment Partners Asset Management first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q4 2023 and held it in 2 quarters.
Investment Partners Asset Management's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $276K in Q1 2024.
0 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q2 2024.

Based on Investment Partners Asset Management's 13F filing for Q2 2024, filed 9 Jul 2024.