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Laird Norton Wetherby Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio CGCP Stock Details CGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,024
Closed -$495K – 933
2024
Q1 		$495K Buy
22,024
+3,524
+19% +$79.3K 0.02% 557
2023
Q4 		$420K Buy
+18,500
New +$404K 0.02% 605

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CGCP Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2024, closing a stake of 22,024 shares — an estimated $495K sold.

Laird Norton Wetherby Wealth Management first reported a position in CGCP in Q4 2023 and held it in 2 quarters. The position peaked at $495K in Q1 2024. 190 funds tracked by Wall St. Rank hold CGCP as of Q2 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Capital Group Core Plus Income ETF position as of Q2 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 22,024 Capital Group Core Plus Income ETF shares in Q2 2024, an estimated $495K.
  • Laird Norton Wetherby Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's Capital Group Core Plus Income ETF position peaked at $495K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.