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Artemis Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Artemis Wealth Advisors’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
Q4 		– Sell
-152
Closed -$39.4K – 35
2023
Q3 		$39.4K Sell
152
-11
-7% -$2.95K 0.01% 44
2023
Q2 		$41.7K Buy
+163
New +$36.1K 0.01% 40

Other funds holding CSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artemis Wealth Advisors's CSL Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Carlisle Companies (CSL) in Q4 2023, closing a stake of 152 shares — an estimated $39.4K sold.

Artemis Wealth Advisors first reported a position in CSL in Q2 2023 and held it in 2 quarters. The position peaked at $41.7K in Q2 2023. 601 funds tracked by Wall St. Rank hold CSL as of Q4 2023.

  • Artemis Wealth Advisors reported no remaining Carlisle Companies position as of Q4 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 152 Carlisle Companies shares in Q4 2023, an estimated $39.4K.
  • Artemis Wealth Advisors first reported a position in Carlisle Companies in Q2 2023 and held it in 2 quarters.
  • Artemis Wealth Advisors's Carlisle Companies position peaked at $41.7K in Q2 2023.
  • 601 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.