AAS
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Ameritas Advisory Services’s Carlyle Group CG Stock Holding History

Ameritas Advisory Services’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-737
Closed -$37.9K – 2248
2025
Q2 		$37.9K Buy
+737
New +$31.7K ﹤0.01% 1437
2023
Q2 		– Sell
-22,691
Closed -$684K – 865
2023
Q1 		$684K Buy
22,691
+11,027
+95% +$368K 0.03% 402
2022
Q4 		$348K Buy
11,664
+729
+7% +$20.8K 0.02% 664
2022
Q3 		$283K Buy
10,935
+1,650
+18% +$54.3K 0.02% 604
2022
Q2 		$294K Buy
9,285
+4,845
+109% +$186K 0.02% 627
2022
Q1 		$217K Buy
+4,440
New +$212K 0.01% 777

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