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Raleigh Capital Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Raleigh Capital Management’s Portfolio CGSD Stock Details CGSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-546
Closed -$13.9K – 1010
2024
Q2 		$13.9K Buy
+546
New +$13.9K 0.01% 505

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LPL Financial
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ME
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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WAM
WNY Asset Management Williamsville, New York $967M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raleigh Capital Management sold out of Capital Group Short Duration Income ETF (CGSD) in Q3 2024, closing a stake of 546 shares — an estimated $13.9K sold.

Raleigh Capital Management first reported a position in CGSD in Q2 2024 and held it in 1 quarter. The position peaked at $13.9K in Q2 2024. 99 funds tracked by Wall St. Rank hold CGSD as of Q3 2024.

  • Raleigh Capital Management reported no remaining Capital Group Short Duration Income ETF position as of Q3 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 546 Capital Group Short Duration Income ETF shares in Q3 2024, an estimated $13.9K.
  • Raleigh Capital Management first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and held it in 1 quarter.
  • Raleigh Capital Management's Capital Group Short Duration Income ETF position peaked at $13.9K in Q2 2024.
  • 99 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2024.

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