Capital Group Private Client Services, Inc. Purchases in Q4 2024

Capital Group Private Client Services, Inc.

  • $10.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
1.6M
+ 21865.42%
$117.05 - $123.03 $187M - $197M
1.61M $189M
CGGR
Capital Group Growth ETF Shs C

ETFs
715K
+ 3.69%
$34.49 - $39.24 $24.7M - $28.1M
20.1M $747M
AMZN
Amazon Com Inc

Consumer Cyclical
169K
+ 22.89%
$180.88 - $232.93 $30.5M - $39.3M
906K $199M
GOOG
Alphabet Inc.

Communication Services
43.5K
+ 2.18%
$163.08 - $198.16 $7.09M - $8.61M
2.04M $389M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
28.7K
+ 6.32%
$173.13 - $258.09 $4.98M - $7.42M
483K $111M
AAPL
Apple Inc.

Technology
26.2K
+ 2.27%
$221.69 - $259.02 $5.81M - $6.79M
1.18M $295M
UAL
United Airlines Holdings, Inc.

Industrials
25.5K
+ 5.0%
$55.62 - $102.44 $1.42M - $2.61M
535K $52M
ATO
Atmos Energy Corp

Utilities
162K
New
$136.41 - $151.43 $22.1M - $24.5M
162K $22.6M
BMY
Bristol Myers Squibb CO

Healthcare
345K
+ 73.33%
$51.92 - $59.94 $17.9M - $20.7M
817K $46.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.2K
+ 0.88%
$172.07 - $207.36 $1.24M - $1.49M
827K $163M
HSY
Hershey CO

Consumer Defensive
100K
New
$168.67 - $193.65 $16.9M - $19.4M
100K $17M
WELL
Welltower Inc.

Real Estate
131K
+ 76.34%
$123.11 - $139.3 $16.1M - $18.3M
303K $38.2M
TMUS
T Mobile Us, Inc.

Communication Services
61.8K
+ 69.37%
$206.1 - $246.94 $12.7M - $15.3M
151K $33.3M
CGGO
Capital Group Global Growth Eq

ETFs
949K
+ 6.31%
$29.21 - $30.67 $27.7M - $29.1M
16M $468M
CGDV
Capital Group Divid Value ETF

ETFs
538K
+ 7.87%
$35.16 - $37.12 $18.9M - $20M
7.36M $260M
SPY
Spdr S&P 500 ETF Trust

ETFs
17.2K
+ 40.24%
$567.81 - $607.81 $9.78M - $10.5M
60K $35.2M
KKR
Kkr & Co. Inc.

Financial Services
54K
+ 42.76%
$129.87 - $162.87 $7.01M - $8.79M
180K $26.6M
URI
United Rentals, Inc.

Industrials
13.8K
New
$704.44 - $880.32 $9.74M - $12.2M
13.8K $9.74M
CGUS
Capital Group Core Equity ETF
204K
+ 5.42%
$33.96 - $36.24 $6.92M - $7.38M
3.96M $139M
NFLX
Netflix Inc

Communication Services
5.52K
+ 22.31%
$687.65 - $936.56 $3.8M - $5.17M
30.3K $27M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
58.3K
+ 95.81%
$104.54 - $137.94 $6.1M - $8.05M
119K $14.5M
MAR
Marriott International Inc

Consumer Cyclical
10.4K
+ 8.88%
$246.06 - $292.59 $2.56M - $3.04M
127K $35.5M
ETR
Entergy Corp

Utilities
287K
+ 97.22%
$73.19 - $156.4 $21M - $44.9M
582K $44.1M
FAF
First American Financial Corp

Financial Services
58.5K
New
$61.55 - $70.63 $3.6M - $4.13M
58.5K $3.65M
TW
Tradeweb Markets Inc.

Financial Services
24.8K
New
$124.87 - $136.32 $3.09M - $3.38M
24.8K $3.24M
VGIT
Vanguard Intermediate Term Tre

ETFs
50.4K
New
$57.78 - $60.4 $2.91M - $3.05M
50.4K $2.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.38K
+ 3.92%
$521.84 - $558.82 $1.77M - $1.89M
89.7K $48.3M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
40.8K
New
$68.01 - $70.67 $2.77M - $2.88M
40.8K $2.78M
IVV
Ishares Core S&P 500 ETF

ETFs
4.13K
+ 42.74%
$570.51 - $610.59 $2.35M - $2.52M
13.8K $8.11M
CM
Canadian Imperial Bank Of Commerce

Financial Services
31.1K
New
$59.58 - $67.31 $1.86M - $2.1M
31.1K $1.97M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.4K
+ 134.22%
$113.92 - $127.38 $1.87M - $2.09M
28.7K $3.3M
GLOB
Globant S.A.

Technology
2.15K
+ 2.52%
$193.45 - $236.83 $415K - $508K
87.4K $18.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.3K
+ 12.39%
$33.92 - $36.6 $1.27M - $1.37M
339K $11.7M
SUI
Sun Communities Inc

Real Estate
9.07K
New
$119.89 - $139.05 $1.09M - $1.26M
9.07K $1.12M
BX
Blackstone Inc.

Financial Services
5
+ 0.01%
$148.45 - $199.05 $742 - $995
57.1K $9.84M
VTI
Vanguard Total Stock Market Et

ETFs
2.55K
+ 7.68%
$280.04 - $302.45 $713K - $770K
35.7K $10.3M
IAU
Ishares Gold Trust

ETFs
19.6K
+ 6.04%
$48.37 - $52.65 $946K - $1.03M
343K $17M
SBAC
Sba Communications Corp

Real Estate
4.55K
+ 128.9%
$198.24 - $249.31 $902K - $1.13M
8.08K $1.65M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
10.7K
New
$68.25 - $75.42 $732K - $808K
10.7K $733K
VB
Vanguard Small Cap ETF

ETFs
2.55K
+ 6.55%
$233.76 - $261.58 $595K - $666K
41.4K $9.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.2K
+ 22.2%
$61.68 - $67.87 $631K - $694K
56.3K $3.51M
DFAT
Dimensional ETF Tr U S Target

ETFs
8.91K
New
$54.54 - $61.04 $486K - $544K
8.91K $495K
DISV
Dimensional ETF Tr Dimensional

ETFs
18.3K
New
$26.18 - $28.77 $480K - $527K
18.3K $487K
SPYG
Spdr Portfolio

ETFs
3.92K
New
$81.74 - $91.38 $320K - $358K
3.92K $344K
VUG
Vanguard Growth ETF

ETFs
651
+ 31.57%
$378.79 - $428.11 $247K - $279K
2.71K $1.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.49K
+ 31.68%
$44.04 - $49.49 $418K - $469K
39.4K $1.74M
VBR
Vanguard Small Cap Value ETF

ETFs
1.15K
New
$197.36 - $217.3 $228K - $251K
1.15K $228K
VEA
Vanguard Ftse Developed Market

ETFs
5.83K
+ 38.59%
$47.57 - $52.44 $277K - $305K
20.9K $1M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
32.1K
+ 2.33%
$16.2 - $17.97 $521K - $578K
1.41M $24.1M
Activity Summary
Buys All Purchases 95 New Holdings 16 Increased Positions 79 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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