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Investment Partners Asset Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Investment Partners Asset Management’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,067
Closed -$214K – 145
2024
Q2 		$214K Buy
+3,067
New +$205K 0.19% 121

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AAS
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investment Partners Asset Management's LRGE Position: Q3 2024 in Review

Investment Partners Asset Management sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2024, closing a stake of 3,067 shares — an estimated $214K sold.

Investment Partners Asset Management first reported a position in LRGE in Q2 2024 and held it in 1 quarter. The position peaked at $214K in Q2 2024. 79 funds tracked by Wall St. Rank hold LRGE as of Q3 2024.

  • Investment Partners Asset Management reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2024 after selling out during the quarter.
  • Investment Partners Asset Management sold 3,067 ClearBridge Large Cap Growth Select ETF shares in Q3 2024, an estimated $214K.
  • Investment Partners Asset Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and held it in 1 quarter.
  • Investment Partners Asset Management's ClearBridge Large Cap Growth Select ETF position peaked at $214K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2024.

Based on Investment Partners Asset Management's 13F filing for Q3 2024, filed 24 Oct 2024.