B. Riley Wealth Advisors’s Carlisle Companies CSL Stock Holding History

B. Riley 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 Q3	–	Sell	-4,195	Closed	-$1.08M	–	1540
2023 Q2	$1.08M	Buy	+4,195	New	+$929K	0.02%	544
2015 Q1	–	Sell	-127	Closed	-$11	–	849
2014 Q4	$11	Buy	+127	New	+$11K	﹤0.01%	2802
2014 Q3	–	Sell	-127	Closed	-$11K	–	889
2014 Q2	$11K	Buy	+127	New	+$10.6K	﹤0.01%	1750

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

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

B. Riley Wealth Advisors's CSL Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Carlisle Companies (CSL) in Q3 2023, closing a stake of 4,195 shares — an estimated $1.08M sold.

B. Riley Wealth Advisors first reported a position in CSL in Q2 2014 and held it in 3 quarters. The position peaked at $1.08M in Q2 2023. 565 funds tracked by Wall St. Rank hold CSL as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Carlisle Companies position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,195 Carlisle Companies shares in Q3 2023, an estimated $1.08M.
B. Riley Wealth Advisors first reported a position in Carlisle Companies in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Carlisle Companies position peaked at $1.08M in Q2 2023.
565 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.