LNWWM
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Laird Norton Wetherby Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio CGSD Stock Details CGSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,950
Closed -$202K – 936
2024
Q1 		$202K Hold
7,950
– – 0.01% 884
2023
Q4 		$202K Buy
+7,950
New +$201K 0.01% 856

Other funds holding CGSD

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2024, closing a stake of 7,950 shares — an estimated $202K sold.

Laird Norton Wetherby Wealth Management first reported a position in CGSD in Q4 2023 and held it in 2 quarters. The position peaked at $202K in Q4 2023. 83 funds tracked by Wall St. Rank hold CGSD as of Q2 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Capital Group Short Duration Income ETF position as of Q2 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 7,950 Capital Group Short Duration Income ETF shares in Q2 2024, an estimated $202K.
  • Laird Norton Wetherby Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's Capital Group Short Duration Income ETF position peaked at $202K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2024.

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