PCM
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Penserra Capital Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Penserra Capital Management’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-267
Closed -$7K – 1264
2024
Q1 		$7K Buy
+267
New +$7.5K ﹤0.01% 950

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Envestnet Asset Management
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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Penserra Capital Management's CGBL Position: Q2 2024 in Review

Penserra Capital Management sold out of Capital Group Core Balanced ETF (CGBL) in Q2 2024, closing a stake of 267 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in CGBL in Q1 2024 and held it in 1 quarter. The position peaked at $7K in Q1 2024. 108 funds tracked by Wall St. Rank hold CGBL as of Q2 2024.

  • Penserra Capital Management reported no remaining Capital Group Core Balanced ETF position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 267 Capital Group Core Balanced ETF shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in Capital Group Core Balanced ETF in Q1 2024 and held it in 1 quarter.
  • Penserra Capital Management's Capital Group Core Balanced ETF position peaked at $7K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.