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Raleigh Capital Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Raleigh Capital Management’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
2024
Q3 		– Sell
-884
Closed -$26K – 1009
2024
Q2 		$26K Buy
+884
New +$25.6K 0.01% 391
2023
Q4 		– Sell
-1,273
Closed -$29.2K – 1093
2023
Q3 		$29.2K Buy
+1,273
New +$30.5K 0.01% 331

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raleigh Capital Management's CGGO Position: Q3 2024 in Review

Raleigh Capital Management sold out of Capital Group Global Growth Equity ETF (CGGO) in Q3 2024, closing a stake of 884 shares — an estimated $26K sold.

Raleigh Capital Management first reported a position in CGGO in Q3 2023 and held it in 2 quarters. The position peaked at $29.2K in Q3 2023. 248 funds tracked by Wall St. Rank hold CGGO as of Q3 2024.

  • Raleigh Capital Management reported no remaining Capital Group Global Growth Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 884 Capital Group Global Growth Equity ETF shares in Q3 2024, an estimated $26K.
  • Raleigh Capital Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and held it in 2 quarters.
  • Raleigh Capital Management's Capital Group Global Growth Equity ETF position peaked at $29.2K in Q3 2023.
  • 248 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2024.

Based on Raleigh Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.