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Robbie L. Kennerson P.A.’s Capital Group Growth ETF CGGR Stock Holding History

Robbie L. Kennerson P.A.’s Portfolio CGGR Stock Details CGGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$4.8M Buy
+240,663
New +$4.9M 4.87% 9

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Robbie L. Kennerson P.A.'s CGGR Position: Q4 2022 in Review

Robbie L. Kennerson P.A. opened a new position in Capital Group Growth ETF (CGGR) in Q4 2022: 240,663 shares worth $4.8M. The stake represents 4.87% of the portfolio and ranks #9 among its holdings.

124 funds tracked by Wall St. Rank hold CGGR as of Q4 2022.

  • Robbie L. Kennerson P.A. held 240,663 shares of Capital Group Growth ETF worth $4.8M as of Q4 2022.
  • Capital Group Growth ETF was a new Robbie L. Kennerson P.A. position in Q4 2022.
  • Capital Group Growth ETF made up 4.87% of Robbie L. Kennerson P.A.'s portfolio in Q4 2022, its #9 holding.
  • 124 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2022.

Based on Robbie L. Kennerson P.A.'s 13F filing for Q4 2022, filed 14 Feb 2023.