Capital Group Private Client Services, Inc. Reduced Holdings in Q3 2024

Capital Group Private Client Services, Inc.

  • $9.94 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AME
Ametek Inc

Industrials
-16K
- 3.49%
$152.74 - $176.01 $2.45M - $2.82M
443K $76.1M
CVS
Cvs Health Corp

Healthcare
-8.1K
- 67.15%
$55.81 - $63.18 $452K - $511K
3.96K $248K
ACWI
Ishares Msci Acwi ETF

ETFs
-4.55K
- 38.32%
$107.24 - $119.84 $488K - $545K
7.32K $875K
WBS
Webster Financial Corp

Financial Services
-16.6K
- 15.88%
$42.49 - $49.62 $705K - $823K
87.9K $4.1M
ZTS
Zoetis Inc.

Healthcare
-2.47K
- 65.12%
$172.58 - $196.48 $427K - $486K
1.33K $258K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.69K
- 41.77%
$125.95 - $142.04 $339K - $383K
3.75K $533K
CSX
Csx Corp

Industrials
-44.9K
- 3.62%
$32.48 - $35.45 $1.46M - $1.59M
1.2M $41.3M
EW
Edwards Lifesciences Corp

Healthcare
-879
- 14.05%
$59.7 - $93.78 $52.5K - $82.4K
5.38K $354K
SLB
Schlumberger Limited

Energy
-357
- 0.96%
$39.57 - $49.67 $14.1K - $17.7K
36.9K $1.55M
CHD
Church & Dwight CO Inc

Consumer Defensive
-4.03K
- 1.75%
$98.01 - $106.59 $395K - $430K
227K $23.7M
MTN
Vail Resorts Inc

Consumer Cyclical
-116
- 1.0%
$167.58 - $188.32 $19.4K - $21.8K
11.5K $2.01M
XOM
Exxon Mobil Corp

Energy
-2.92K
- 2.38%
$109.72 - $119.0 $320K - $347K
120K $14M
CE
Celanese Corp

Basic Materials
-221
- 2.24%
$119.16 - $147.51 $26.3K - $32.6K
9.64K $1.31M
VIG
Vanguard Dividend Appreciation

ETFs
-15
- 0.49%
$182.15 - $182.15 $2.73K - $2.73K
3.04K $552K
Linde PLC
-7.18K
- 2.61%
N/A
268K $0
Brookfield Asset Managmt LTD
-846
- 2.0%
N/A
41.4K $0
America Movil Sab De Cv
-143K
- 5.84%
N/A
2.3M $0
HEIA
Heico Crp Cl A
-4.37K
- 2.86%
N/A
148K $0
Veralto Corp
-8.18K
- 2.73%
N/A
292K $0
KKS.F
Joint Stock Company Kaspi.Kz

Technology
-42.9K
- 77.07%
N/A
12.8K $0
VTV
Vanguard Value ETF

ETFs
-218
- 6.8%
$159.75 - $174.57 $34.8K - $38.1K
2.99K $521K
VUG
Vanguard Growth ETF

ETFs
-35
- 1.67%
$341.08 - $391.94 $11.9K - $13.7K
2.06K $791K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-96
- 2.01%
$332.02 - $382.76 $31.9K - $36.7K
4.69K $1.76M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4
- 0.07%
$71.45 - $75.64 $286 - $303
6.05K $454K
DVY
Ishares Tr

ETFs
-502
- 7.07%
$119.99 - $135.74 $60.2K - $68.1K
6.6K $891K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-18
- 0.37%
$285.48 - $330.24 $5.14K - $5.94K
4.9K $1.58M
MCO
Moodys Corp

Financial Services
-15
- 2.05%
$421.49 - $494.67 $6.32K - $7.42K
715 $339K
IBN
Icici Bank LTD

Financial Services
-3.61K
- 2.59%
$27.58 - $31.38 $99.5K - $113K
136K $4.05M
BMO
Bank Of Montreal

Financial Services
-1.62K
- 5.54%
$79.1 - $90.77 $128K - $147K
27.6K $2.49M
IWD
Ishares Russell 1000 Val ETF

ETFs
-54
- 1.56%
$173.36 - $189.8 $9.36K - $10.2K
3.41K $647K
VEA
Vanguard Ftse Developed Market

ETFs
-173
- 1.13%
$47.6 - $53.31 $8.23K - $9.22K
15.1K $797K
DOW
Dow Inc.

Basic Materials
-802
- 1.41%
$50.15 - $55.41 $40.2K - $44.4K
55.9K $3.05M
IWP
Ishares Russell Mid Cap Growth

ETFs
-27
- 0.36%
$103.87 - $117.59 $2.8K - $3.17K
7.45K $874K
IWS
Ishares Russell Midcap Value E

ETFs
-13
- 0.28%
$119.52 - $132.25 $1.55K - $1.72K
4.71K $623K
DFAX
Dimensional ETF Tr
-362
- 0.61%
$24.29 - $27.25 $8.79K - $9.86K
58.9K $1.59M
MAR
Marriott International Inc

Consumer Cyclical
-2.85K
- 2.38%
$211.35 - $255.11 $603K - $728K
117K $29.1M
EEM
Ishares Msci Emerging Markets

ETFs
-3
- 0.01%
$40.42 - $46.7 $121 - $140
39.2K $1.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-294
- 2.04%
$283.28 - $314.39 $83.3K - $92.4K
14.1K $4.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-273
- 0.59%
$57.32 - $62.65 $15.6K - $17.1K
46.1K $2.87M
GLD
Spdr Gold Trust

ETFs
-106
- 1.61%
$215.56 - $246.98 $22.8K - $26.2K
6.49K $1.58M
IWM
Ishares Russell 2000 ETF

ETFs
-540
- 2.92%
$200.87 - $224.6 $108K - $121K
18K $3.97M
COST
Costco Wholesale Corp

Consumer Defensive
-996
- 3.15%
$801.83 - $917.05 $799K - $913K
30.6K $27.2M
MTD
Mettler Toledo International Inc

Healthcare
-138
- 2.79%
$1308.0 - $1521.03 $181K - $210K
4.81K $7.21M
PHYS
Sprott Physical Gold Trust

Financial Services
-361
- 0.27%
$18.12 - $20.72 $6.54K - $7.48K
132K $2.69M
SPOT
Spotify Technology S.A.

Communication Services
-640
- 6.2%
$290.16 - $384.01 $186K - $246K
9.69K $3.57M
MOH
Molina Healthcare, Inc.

Healthcare
-104
- 1.23%
$283.98 - $360.73 $29.5K - $37.5K
8.39K $2.89M
DAL
Delta Air Lines, Inc.

Industrials
-10.4K
- 3.86%
$37.32 - $51.8 $389K - $540K
259K $13.2M
SHOP
Shopify Inc.

Technology
-6.07K
- 9.72%
$52.26 - $80.75 $317K - $490K
56.4K $4.52M
IWR
Ishares Russell Mid Cap ETF

ETFs
-60
- 0.1%
$79.92 - $88.19 $4.8K - $5.29K
58.2K $5.13M
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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