Avitas Wealth Management’s Carlyle Group CG Stock Holding History

Avitas Wealth Management’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
2020 Q3	–	Sell	-10,442	Closed	-$291K	–	185
2020 Q2	$291K	Buy	+10,442	New	+$268K	0.1%	153

Other funds holding CG

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Avitas Wealth Management's CG Position: Q3 2020 in Review

Avitas Wealth Management sold out of Carlyle Group (CG) in Q3 2020, closing a stake of 10,442 shares — an estimated $291K sold.

Avitas Wealth Management first reported a position in CG in Q2 2020 and held it in 1 quarter. The position peaked at $291K in Q2 2020. 262 funds tracked by Wall St. Rank hold CG as of Q3 2020.

Avitas Wealth Management reported no remaining Carlyle Group position as of Q3 2020 after selling out during the quarter.
Avitas Wealth Management sold 10,442 Carlyle Group shares in Q3 2020, an estimated $291K.
Avitas Wealth Management first reported a position in Carlyle Group in Q2 2020 and held it in 1 quarter.
Avitas Wealth Management's Carlyle Group position peaked at $291K in Q2 2020.
262 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2020.

Based on Avitas Wealth Management's 13F filing for Q3 2020, filed 6 Oct 2020.