WQ
LRGE icon

Wealth Quarterback’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Wealth Quarterback’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-351
Closed -$13.4K – 1061
2019
Q4 		$13.4K Buy
+351
New +$12.8K 0.01% 460

Other funds holding LRGE

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Wealth Quarterback's LRGE Position: Q1 2020 in Review

Wealth Quarterback sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2020, closing a stake of 351 shares — an estimated $13.4K sold.

Wealth Quarterback first reported a position in LRGE in Q4 2019 and held it in 1 quarter. The position peaked at $13.4K in Q4 2019. 23 funds tracked by Wall St. Rank hold LRGE as of Q1 2020.

  • Wealth Quarterback reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Quarterback sold 351 ClearBridge Large Cap Growth Select ETF shares in Q1 2020, an estimated $13.4K.
  • Wealth Quarterback first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Quarterback's ClearBridge Large Cap Growth Select ETF position peaked at $13.4K in Q4 2019.
  • 23 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.