AWS
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Atria Wealth Solutions’s Carlyle Group CG Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-8,887
Closed -$383K – 1987
2024
Q3 		$383K Sell
8,887
-4,992
-36% -$209K ﹤0.01% 1375
2024
Q2 		$557K Sell
13,879
-712
-5% -$30.7K 0.01% 1190
2024
Q1 		$684K Sell
14,591
-3,794
-21% -$164K 0.01% 1098
2023
Q4 		$748K Buy
18,385
+810
+5% +$26.7K 0.01% 1002
2023
Q3 		$530K Buy
17,575
+1,874
+12% +$60.4K 0.01% 1103
2023
Q2 		$502K Buy
15,701
+970
+7% +$28.3K 0.01% 1159
2023
Q1 		$458K Sell
14,731
-2,970
-17% -$99.1K 0.01% 1189
2022
Q4 		$528K Sell
17,701
-1,530
-8% -$43.7K 0.01% 1053
2022
Q3 		$497K Sell
19,231
-2,000
-9% -$65.9K 0.01% 1019
2022
Q2 		$672K Buy
21,231
+16,424
+342% +$629K 0.01% 851
2022
Q1 		$235K Buy
+4,807
New +$230K ﹤0.01% 1469

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