Steward Partners Investment Advisory’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-200
Closed -$10.4K 3742
2024
Q1
$10.4K Hold
200
﹤0.01% 2796
2023
Q4
$9.42K Buy
+200
New +$8.66K ﹤0.01% 2738
2022
Q4
Sell
-261
Closed -$9K 3470
2022
Q3
$9K Buy
+261
New +$9.98K ﹤0.01% 2594

Steward Partners Investment Advisory's CACG Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q2 2024, closing a stake of 200 shares — an estimated $10.4K sold.

Steward Partners Investment Advisory first reported a position in CACG in Q3 2022 and held it in 3 quarters. The position peaked at $10.4K in Q1 2024. 0 funds tracked by Wall St. Rank hold CACG as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q2 2024, an estimated $10.4K.
  • Steward Partners Investment Advisory first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q3 2022 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $10.4K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.