RIA
CACG

Realta Investment Advisors’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Realta Investment Advisors’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-200
Closed -$7K – 1474
2019
Q4 		$7K Hold
200
– – ﹤0.01% 1270
2019
Q3 		$6K Hold
200
– – ﹤0.01% 1290
2019
Q2 		$6K Hold
200
– – ﹤0.01% 1341
2019
Q1 		$6K Buy
+200
New +$5.89K ﹤0.01% 1051

Other funds holding CACG

AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Realta Investment Advisors's CACG Position: Q1 2020 in Review

Realta Investment Advisors sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q1 2020, closing a stake of 200 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in CACG in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 33 funds tracked by Wall St. Rank hold CACG as of Q1 2020.

  • Realta Investment Advisors reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 200 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $7K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.