Robertson Stephens Wealth Management, LLC Capital Group Intl Focus Equit Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 49,441 shares of CGXU stock, worth $1.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
49,441
Previous 107,502 54.01%
Holding current value
$1.3 Million
Previous $2.65 Million 53.77%
% of portfolio
0.04%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$24.48 - $26.59 $1.42 Million - $1.54 Million
-58,061 Reduced 54.01%
49,441 $1.23 Million
Q4 2024

Jan 27, 2025
BUY
$24.67 - $26.94 $1.28 Million - $1.39 Million
51,719 Added 92.71%
107,502 $2.65 Million
Q3 2024

Nov 12, 2024
BUY
$24.27 - $27.46 $1.35 Million - $1.53 Million
55,783 New
55,783 $1.5 Million

Others Institutions Holding CGXU

# of Institutions
284
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP INTL FOCUS EQUIT

CGXU Quotes by TradingView
  • Ticker CGXU
  • Sector ETFs
  • Industry ETFs
More about CGXU
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email