New England Capital Financial Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

New England Capital Financial Advisors’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-580	Closed	-$14.1K	–	399
2023 Q2	$14.1K	Hold	580	–	–	0.01%	198
2023 Q1	$13.4K	Hold	580	–	–	0.01%	225
2022 Q4	$13K	Buy	+580	New	+$11.9K	0.01%	230

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

New England Capital Financial Advisors's CGGO Position: Q3 2023 in Review

New England Capital Financial Advisors sold out of Capital Group Global Growth Equity ETF (CGGO) in Q3 2023, closing a stake of 580 shares — an estimated $14.1K sold.

New England Capital Financial Advisors first reported a position in CGGO in Q4 2022 and held it in 3 quarters. The position peaked at $14.1K in Q2 2023. 148 funds tracked by Wall St. Rank hold CGGO as of Q3 2023.

New England Capital Financial Advisors reported no remaining Capital Group Global Growth Equity ETF position as of Q3 2023 after selling out during the quarter.
New England Capital Financial Advisors sold 580 Capital Group Global Growth Equity ETF shares in Q3 2023, an estimated $14.1K.
New England Capital Financial Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and held it in 3 quarters.
New England Capital Financial Advisors's Capital Group Global Growth Equity ETF position peaked at $14.1K in Q2 2023.
148 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2023.

Based on New England Capital Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.