RJT
CGGO icon

Raymond James Trust’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Raymond James Trust’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 		$1.05M Buy
34,693
+5,250
+18% +$154K 0.02% 485
2024
Q2 		$867K Buy
29,443
+2,828
+11% +$81.8K 0.02% 519
2024
Q1 		$767K Buy
26,615
+8,727
+49% +$238K 0.02% 545
2023
Q4 		$460K Hold
17,888
– – 0.01% 729
2023
Q3 		$410K Hold
17,888
– – 0.01% 723
2023
Q2 		$435K Hold
17,888
– – 0.01% 721
2023
Q1 		$412K Hold
17,888
– – 0.01% 712
2022
Q4 		$376K Buy
17,888
+2,668
+18% +$54.5K 0.01% 725
2022
Q3 		$285K Buy
15,220
+4,995
+49% +$104K 0.01% 814
2022
Q2 		$205K Buy
+10,225
New +$221K 0.01% 997

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

Raymond James Trust's CGGO Position: Q3 2024 in Review

Raymond James Trust increased its Capital Group Global Growth Equity ETF (CGGO) stake by 18% in Q3 2024, buying an estimated $154K and bringing the position to 34,693 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #485.

Raymond James Trust first reported a position in CGGO in Q2 2022 and has held it in 10 quarters since. 248 funds tracked by Wall St. Rank hold CGGO as of Q3 2024.

  • Raymond James Trust held 34,693 shares of Capital Group Global Growth Equity ETF worth $1.05M as of Q3 2024.
  • Raymond James Trust bought 5,250 Capital Group Global Growth Equity ETF shares in Q3 2024, an estimated $154K.
  • Capital Group Global Growth Equity ETF made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #485 holding.
  • Raymond James Trust first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 10 quarters since.
  • 248 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.