Avantax Advisory Services’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
Other funds holding CG
Avantax Advisory Services's CG Position: Q2 2025 in Review
Avantax Advisory Services opened a new position in Carlyle Group (CG) in Q2 2025: 6,626 shares worth $341K. The stake represents ﹤0.01% of the portfolio and ranks #1820 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in CG as recently as Q3 2020.
Avantax Advisory Services first reported a position in CG in Q3 2020 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold CG as of Q2 2025.
- Avantax Advisory Services held 6,626 shares of Carlyle Group worth $341K as of Q2 2025.
- Carlyle Group was a new Avantax Advisory Services position in Q2 2025.
- Carlyle Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1820 holding.
- Avantax Advisory Services first reported a position in Carlyle Group in Q3 2020 and has held it in 2 quarters since.
- 573 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.