NFSG
CGGR icon

Newbridge Financial Services Group’s Capital Group Growth ETF CGGR Stock Holding History

Newbridge Financial Services Group’s Portfolio CGGR Stock Details CGGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,300
Closed -$60K – 1383
2022
Q1 		$60K Buy
+2,300
New +$57.4K 0.03% 426

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Newbridge Financial Services Group's CGGR Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Capital Group Growth ETF (CGGR) in Q2 2022, closing a stake of 2,300 shares — an estimated $60K sold.

Newbridge Financial Services Group first reported a position in CGGR in Q1 2022 and held it in 1 quarter. The position peaked at $60K in Q1 2022. 78 funds tracked by Wall St. Rank hold CGGR as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining Capital Group Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,300 Capital Group Growth ETF shares in Q2 2022, an estimated $60K.
  • Newbridge Financial Services Group first reported a position in Capital Group Growth ETF in Q1 2022 and held it in 1 quarter.
  • Newbridge Financial Services Group's Capital Group Growth ETF position peaked at $60K in Q1 2022.
  • 78 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.