AWM
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Accurate Wealth Management’s Carlisle Companies CSL Stock Holding History

Accurate Wealth Management’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-88
Closed -$21K – 502
2022
Q4 		$21K Buy
+88
New +$22.6K 0.01% 671

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Accurate Wealth Management's CSL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Carlisle Companies (CSL) in Q1 2023, closing a stake of 88 shares — an estimated $21K sold.

Accurate Wealth Management first reported a position in CSL in Q4 2022 and held it in 1 quarter. The position peaked at $21K in Q4 2022. 549 funds tracked by Wall St. Rank hold CSL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Carlisle Companies position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 88 Carlisle Companies shares in Q1 2023, an estimated $21K.
  • Accurate Wealth Management first reported a position in Carlisle Companies in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Carlisle Companies position peaked at $21K in Q4 2022.
  • 549 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.