Simplicity Solutions’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Simplicity Solutions’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
2023 Q4	$11.1M	Buy	430,729 +37,238	+9%	+$894K	0.3%	59
2023 Q3	$9.02M	Sell	393,491 -605	-0.2%	-$14.5K	0.29%	69
2023 Q2	$9.57M	Buy	394,096 +24,900	+7%	+$586K	0.26%	74
2023 Q1	$8.51M	Buy	+369,196	New	+$8.25M	0.22%	88

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 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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Simplicity Solutions's CGGO Position: Q4 2023 in Review

Simplicity Solutions increased its Capital Group Global Growth Equity ETF (CGGO) stake by 9.5% in Q4 2023, buying an estimated $894K and bringing the position to 430,729 shares worth $11.1M. The position accounts for 0.3% of the portfolio, ranked #59.

Simplicity Solutions first reported a position in CGGO in Q1 2023 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold CGGO as of Q4 2023.

Simplicity Solutions held 430,729 shares of Capital Group Global Growth Equity ETF worth $11.1M as of Q4 2023.
Simplicity Solutions bought 37,238 Capital Group Global Growth Equity ETF shares in Q4 2023, an estimated $894K.
Capital Group Global Growth Equity ETF made up 0.3% of Simplicity Solutions's portfolio in Q4 2023, its #59 holding.
Simplicity Solutions first reported a position in Capital Group Global Growth Equity ETF in Q1 2023 and has held it in 4 quarters since.
184 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.