Capital Group Private Client Services, Inc. Purchases in Q3 2024

Capital Group Private Client Services, Inc.

  • $9.94 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
2.27M
+ 13.29%
$30.71 - $34.79 $69.8M - $79.1M
19.4M $674M
CGGO
Capital Group Global Growth Eq

ETFs
1.32M
+ 9.57%
$27.25 - $30.52 $35.8M - $40.1M
15.1M $454M
CEG
Constellation Energy Corp

Utilities
76.7K
+ 17.59%
$167.08 - $262.86 $12.8M - $20.2M
513K $133M
CGDV
Capital Group Divid Value ETF

ETFs
264K
+ 4.03%
$32.96 - $36.48 $8.72M - $9.65M
6.83M $249M
UNH
Unitedhealth Group Inc

Healthcare
16.5K
+ 6.72%
$488.01 - $604.18 $8.07M - $9.99M
263K $154M
ACN
Accenture PLC

Technology
39.2K
+ 19.77%
$295.44 - $355.81 $11.6M - $14M
238K $84M
TFC
Truist Financial Corp

Financial Services
486K
+ 209.49%
$38.22 - $44.94 $18.6M - $21.9M
718K $30.7M
CARR
Carrier Global Corp

Industrials
35.4K
+ 3.89%
$61.9 - $80.88 $2.19M - $2.86M
945K $76.1M
SAIA
Saia Inc

Industrials
43.6K
+ 146.62%
$367.6 - $509.42 $16M - $22.2M
73.3K $32.1M
GLOB
Globant S.A.

Technology
85.2K
New
$176.29 - $207.07 $15M - $17.6M
85.2K $16.9M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
883K
+ 177.76%
$14.08 - $17.36 $12.4M - $15.3M
1.38M $23.9M
IR
Ingersoll Rand Inc.

Industrials
106K
+ 13.98%
$86.9 - $100.4 $9.19M - $10.6M
862K $84.7M
WELL
Welltower Inc.

Real Estate
97.9K
+ 132.82%
$104.0 - $129.74 $10.2M - $12.7M
172K $22M
CGUS
Capital Group Core Equity ETF
140K
+ 3.86%
$31.19 - $34.33 $4.35M - $4.79M
3.76M $129M
COF
Capital One Financial Corp

Financial Services
80.9K
New
$131.42 - $153.05 $10.6M - $12.4M
80.9K $12.1M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
581K
New
$14.84 - $21.08 $8.62M - $12.2M
581K $11.9M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10.7K
+ 10.64%
$1024.09 - $1201.76 $10.9M - $12.8M
111K $117M
EQT
Eqt Corp

Energy
248K
New
$30.21 - $37.21 $7.5M - $9.24M
248K $9.1M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
60.9K
New
$124.33 - $156.75 $7.57M - $9.54M
60.9K $7.6M
CGXU
Capital Group Intl Focus Equit

ETFs
130K
+ 4.33%
$24.27 - $27.46 $3.16M - $3.58M
3.14M $84.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
84.9K
New
$63.28 - $70.06 $5.37M - $5.95M
84.9K $5.95M
CNI
Canadian National Railway CO

Industrials
48K
+ 21.49%
$110.1 - $123.65 $5.28M - $5.93M
271K $31.8M
KO
Coca Cola CO

Consumer Defensive
64.3K
New
$62.69 - $73.01 $4.03M - $4.69M
64.3K $4.62M
FCX
Freeport Mcmoran Inc

Basic Materials
70.4K
+ 11.25%
$39.52 - $51.92 $2.78M - $3.65M
696K $34.7M
TMUS
T Mobile Us, Inc.

Communication Services
5.69K
+ 6.83%
$175.14 - $206.36 $996K - $1.17M
89K $18.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.27K
+ 2.7%
$475.2 - $527.7 $1.08M - $1.2M
86.3K $45.5M
MSTR
Microstrategy Inc

Technology
16.3K
New
$114.3 - $1800.09 $1.86M - $29.3M
16.3K $2.74M
IAU
Ishares Gold Trust

ETFs
17.2K
+ 5.62%
$44.06 - $50.5 $759K - $870K
324K $16.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
18.6K
+ 12.56%
$64.35 - $75.71 $1.2M - $1.41M
167K $12.3M
VICI
Vici Properties Inc.

Real Estate
17.7K
+ 4.73%
$27.64 - $34.08 $489K - $603K
392K $13.1M
VTI
Vanguard Total Stock Market Et

ETFs
5.75K
+ 21.01%
$255.18 - $283.2 $1.47M - $1.63M
33.1K $9.38M
VB
Vanguard Small Cap ETF

ETFs
708
+ 1.85%
$214.77 - $237.72 $152K - $168K
38.9K $9.22M
SBAC
Sba Communications Corp

Real Estate
3.53K
New
$189.0 - $245.01 $667K - $865K
3.53K $849K
KB
Kb Financial Group Inc.

Financial Services
7.22K
+ 9.76%
$56.85 - $67.06 $410K - $484K
81.2K $5.02M
CGCP
Capital Group Core Plus Income

ETFs
30.6K
+ 35.4%
$22.12 - $23.31 $677K - $714K
117K $2.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.44K
+ 20.06%
$75.32 - $84.37 $485K - $544K
38.6K $3.23M
PAYX
Paychex Inc

Industrials
852
+ 2.36%
$116.17 - $135.19 $99K - $115K
36.9K $4.95M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
713
+ 0.24%
$31.05 - $34.29 $22.1K - $24.4K
301K $10.3M
IVV
Ishares Core S&P 500 ETF

ETFs
485
+ 5.29%
$520.18 - $576.82 $252K - $280K
9.66K $5.57M
VNQ
Vanguard Specialized Funds Van

ETFs
1.71K
+ 6.75%
$82.97 - $98.97 $142K - $169K
27K $2.63M
SAP
Sap Se

Technology
499
+ 3.44%
$197.21 - $231.0 $98.4K - $115K
15K $3.43M
HD
Home Depot, Inc.

Consumer Cyclical
413
+ 11.93%
$333.64 - $405.2 $138K - $167K
3.88K $1.57M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.28K
+ 14.56%
$58.03 - $65.37 $190K - $214K
25.8K $1.67M
AVUS
American Centy ETF Tr Avantis

ETFs
194
+ 0.34%
$86.27 - $95.15 $16.7K - $18.5K
56.7K $5.4M
IEMG
Ishares Inc

ETFs
5.22K
+ 8.26%
$53.64 - $53.64 $280K - $280K
68.4K $3.67M
IXUS
Ishares Tr

ETFs
2.88K
New
$64.9 - $73.35 $187K - $211K
2.88K $209K
TLT
Ishares Barclays 20+ Year Trea

ETFs
206
+ 0.95%
$89.91 - $101.33 $18.5K - $20.9K
21.9K $2.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7
+ 0.02%
$41.9 - $48.26 $293 - $338
29.9K $1.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
42
+ 0.39%
$117.9 - $128.2 $4.95K - $5.38K
10.8K $1.39M
Activity Summary
Buys All Purchases 75 New Holdings 13 Increased Positions 62 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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