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Studio Investment Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Studio Investment Management’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
Q3 		– Sell
-31
Closed -$756 – 235
2023
Q2 		$756 Buy
+31
New +$730 ﹤0.01% 215

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Studio Investment Management's CGGO Position: Q3 2023 in Review

Studio Investment Management sold out of Capital Group Global Growth Equity ETF (CGGO) in Q3 2023, closing a stake of 31 shares — an estimated $756 sold.

Studio Investment Management first reported a position in CGGO in Q2 2023 and held it in 1 quarter. The position peaked at $756 in Q2 2023. 148 funds tracked by Wall St. Rank hold CGGO as of Q3 2023.

  • Studio Investment Management reported no remaining Capital Group Global Growth Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Studio Investment Management sold 31 Capital Group Global Growth Equity ETF shares in Q3 2023, an estimated $756.
  • Studio Investment Management first reported a position in Capital Group Global Growth Equity ETF in Q2 2023 and held it in 1 quarter.
  • Studio Investment Management's Capital Group Global Growth Equity ETF position peaked at $756 in Q2 2023.
  • 148 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2023.

Based on Studio Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.