Avantax Advisory Services’s Carlisle Companies CSL Stock Holding History

Avantax Advisory Services’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
2022 Q2	–	Sell	-1,166	Closed	-$286K	–	1324
2022 Q1	$286K	Sell	1,166 -920	-44%	-$216K	﹤0.01%	1023
2021 Q4	$518K	Buy	2,086 +171	+9%	+$39.3K	0.01%	749
2021 Q3	$383K	Sell	1,915 -1,234	-39%	-$249K	0.01%	817
2021 Q2	$604K	Buy	3,149 +170	+6%	+$31.6K	0.01%	634
2021 Q1	$489K	Buy	2,979 +54	+2%	+$8.28K	0.01%	625
2020 Q4	$459K	Sell	2,925 -131	-4%	-$18.4K	0.01%	583
2020 Q3	$377K	Buy	3,056 +453	+17%	+$55.6K	0.01%	919
2020 Q2	$312K	Buy	2,603 +485	+23%	+$58.3K	0.01%	617
2020 Q1	$268K	Buy	+2,118	New	+$314K	0.01%	618

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's CSL Position: Q2 2022 in Review

Avantax Advisory Services sold out of Carlisle Companies (CSL) in Q2 2022, closing a stake of 1,166 shares — an estimated $286K sold.

Avantax Advisory Services first reported a position in CSL in Q1 2020 and held it in 9 quarters. The position peaked at $604K in Q2 2021. 501 funds tracked by Wall St. Rank hold CSL as of Q2 2022.

Avantax Advisory Services reported no remaining Carlisle Companies position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 1,166 Carlisle Companies shares in Q2 2022, an estimated $286K.
Avantax Advisory Services first reported a position in Carlisle Companies in Q1 2020 and held it in 9 quarters.
Avantax Advisory Services's Carlisle Companies position peaked at $604K in Q2 2021.
501 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.