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Robbie L. Kennerson P.A.’s Capital Group Core Equity ETF CGUS Stock Holding History

Robbie L. Kennerson P.A.’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.16M Buy
+95,992
New +$2.13M 2.19% 15

Other funds holding CGUS

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Robbie L. Kennerson P.A. opened a new position in Capital Group Core Equity ETF (CGUS) in Q4 2022: 95,992 shares worth $2.16M. The stake represents 2.19% of the portfolio and ranks #15 among its holdings.

94 funds tracked by Wall St. Rank hold CGUS as of Q4 2022.

  • Robbie L. Kennerson P.A. held 95,992 shares of Capital Group Core Equity ETF worth $2.16M as of Q4 2022.
  • Capital Group Core Equity ETF was a new Robbie L. Kennerson P.A. position in Q4 2022.
  • Capital Group Core Equity ETF made up 2.19% of Robbie L. Kennerson P.A.'s portfolio in Q4 2022, its #15 holding.
  • 94 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2022.

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