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Simplicity Solutions’s Capital Group Growth ETF CGGR Stock Holding History

Simplicity Solutions’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
2023
Q4 		$3.03M Buy
107,330
+17,321
+19% +$448K 0.08% 217
2023
Q3 		$2.21M Buy
90,009
+9,273
+11% +$235K 0.07% 253
2023
Q2 		$2.04M Buy
+80,736
New +$1.88M 0.06% 309

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Simplicity Solutions's CGGR Position: Q4 2023 in Review

Simplicity Solutions increased its Capital Group Growth ETF (CGGR) stake by 19% in Q4 2023, buying an estimated $448K and bringing the position to 107,330 shares worth $3.03M. The position accounts for 0.08% of the portfolio, ranked #217.

Simplicity Solutions first reported a position in CGGR in Q2 2023 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold CGGR as of Q4 2023.

  • Simplicity Solutions held 107,330 shares of Capital Group Growth ETF worth $3.03M as of Q4 2023.
  • Simplicity Solutions bought 17,321 Capital Group Growth ETF shares in Q4 2023, an estimated $448K.
  • Capital Group Growth ETF made up 0.08% of Simplicity Solutions's portfolio in Q4 2023, its #217 holding.
  • Simplicity Solutions first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2023.

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