Masso Torrence Wealth Management’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Masso Torrence Wealth 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
2022 Q1	–	Sell	-300	Closed	-$15K	–	388
2021 Q4	$15K	Buy	+300	New	+$15.3K	0.01%	244

Other funds holding CACG

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Masso Torrence Wealth Management's CACG Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q1 2022, closing a stake of 300 shares — an estimated $15K sold.

Masso Torrence Wealth Management first reported a position in CACG in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 44 funds tracked by Wall St. Rank hold CACG as of Q1 2022.

Masso Torrence Wealth Management reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q1 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 300 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q1 2022, an estimated $15K.
Masso Torrence Wealth Management first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q4 2021 and held it in 1 quarter.
Masso Torrence Wealth Management's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $15K in Q4 2021.
44 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.