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Pinnacle Private Wealth’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Pinnacle Private Wealth’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,989
Closed -$242K – 327
2021
Q4 		$242K Buy
+3,989
New +$240K 0.08% 256

Other funds holding LRGE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pinnacle Private Wealth's LRGE Position: Q1 2022 in Review

Pinnacle Private Wealth sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2022, closing a stake of 3,989 shares — an estimated $242K sold.

Pinnacle Private Wealth first reported a position in LRGE in Q4 2021 and held it in 1 quarter. The position peaked at $242K in Q4 2021. 42 funds tracked by Wall St. Rank hold LRGE as of Q1 2022.

  • Pinnacle Private Wealth reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 3,989 ClearBridge Large Cap Growth Select ETF shares in Q1 2022, an estimated $242K.
  • Pinnacle Private Wealth first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2021 and held it in 1 quarter.
  • Pinnacle Private Wealth's ClearBridge Large Cap Growth Select ETF position peaked at $242K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2022.

Based on Pinnacle Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.