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Selective Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Selective Wealth Management’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 		– Sell
-1,000
Closed -$20K – 211
2022
Q3 		$20K Hold
1,000
– – 0.01% 423
2022
Q2 		$20K Buy
+1,000
New +$22.5K 0.01% 461

Other funds holding CGGR

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $365M AUM 17.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Selective Wealth Management's CGGR Position: Q4 2022 in Review

Selective Wealth Management sold out of Capital Group Growth ETF (CGGR) in Q4 2022, closing a stake of 1,000 shares — an estimated $20K sold.

Selective Wealth Management first reported a position in CGGR in Q2 2022 and held it in 2 quarters. The position peaked at $20K in Q3 2022. 124 funds tracked by Wall St. Rank hold CGGR as of Q4 2022.

  • Selective Wealth Management reported no remaining Capital Group Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,000 Capital Group Growth ETF shares in Q4 2022, an estimated $20K.
  • Selective Wealth Management first reported a position in Capital Group Growth ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's Capital Group Growth ETF position peaked at $20K in Q3 2022.
  • 124 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.