BWA
CG icon

BDO Wealth Advisors’s Carlyle Group CG Stock Holding History

BDO Wealth Advisors’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
2021
Q1 		– Sell
-2,544
Closed -$80K – 1170
2020
Q4 		$80K Hold
2,544
– – 0.01% 309
2020
Q3 		$63K Hold
2,544
– – 0.01% 306
2020
Q2 		$71K Hold
2,544
– – 0.01% 297
2020
Q1 		$55K Buy
+2,544
New +$73.4K 0.01% 325
2019
Q4 		– Sell
-2,544
Closed -$65K – 590
2019
Q3 		$65K Hold
2,544
– – 0.02% 288
2019
Q2 		$58K Buy
+2,544
New +$52.3K 0.02% 291

Other funds holding CG

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return