LNWWM
CGMS icon

Laird Norton Wetherby Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio CGMS Stock Details CGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,562
Closed -$421K – 934
2024
Q1 		$421K Buy
15,562
+5,862
+60% +$158K 0.02% 618
2023
Q4 		$262K Buy
+9,700
New +$252K 0.01% 770

Other funds holding CGMS

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2024, closing a stake of 15,562 shares — an estimated $421K sold.

Laird Norton Wetherby Wealth Management first reported a position in CGMS in Q4 2023 and held it in 2 quarters. The position peaked at $421K in Q1 2024. 137 funds tracked by Wall St. Rank hold CGMS as of Q2 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Capital Group US Multi-Sector Income ETF position as of Q2 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 15,562 Capital Group US Multi-Sector Income ETF shares in Q2 2024, an estimated $421K.
  • Laird Norton Wetherby Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $421K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2024.

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