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Tucker Asset Management’s Capital Group Growth ETF CGGR Stock Holding History

Tucker Asset 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
2024
Q1 		– Sell
-170
Closed -$4.8K – 1671
2023
Q4 		$4.8K Buy
+170
New +$4.39K ﹤0.01% 924

Other funds holding CGGR

Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tucker Asset Management's CGGR Position: Q1 2024 in Review

Tucker Asset Management sold out of Capital Group Growth ETF (CGGR) in Q1 2024, closing a stake of 170 shares — an estimated $4.8K sold.

Tucker Asset Management first reported a position in CGGR in Q4 2023 and held it in 1 quarter. The position peaked at $4.8K in Q4 2023. 294 funds tracked by Wall St. Rank hold CGGR as of Q1 2024.

  • Tucker Asset Management reported no remaining Capital Group Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Tucker Asset Management sold 170 Capital Group Growth ETF shares in Q1 2024, an estimated $4.8K.
  • Tucker Asset Management first reported a position in Capital Group Growth ETF in Q4 2023 and held it in 1 quarter.
  • Tucker Asset Management's Capital Group Growth ETF position peaked at $4.8K in Q4 2023.
  • 294 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.