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Beaird Harris Wealth Management’s Carlyle Group CG Stock Holding History

Beaird Harris 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
2025
Q1 		– Sell
-131
Closed -$6.62K – 513
2024
Q4 		$6.62K Hold
131
– – ﹤0.01% 365
2024
Q3 		$5.64K Hold
131
– – ﹤0.01% 367
2024
Q2 		$5.26K Hold
131
– – ﹤0.01% 442
2024
Q1 		$6.15K Hold
131
– – ﹤0.01% 375
2023
Q4 		$5.33K Buy
+131
New +$4.31K ﹤0.01% 373

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Beaird Harris Wealth Management's CG Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 131 shares — an estimated $6.62K sold.

Beaird Harris Wealth Management first reported a position in CG in Q4 2023 and held it in 5 quarters. The position peaked at $6.62K in Q4 2024. 529 funds tracked by Wall St. Rank hold CG as of Q1 2025.

  • Beaird Harris Wealth Management reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 131 Carlyle Group shares in Q1 2025, an estimated $6.62K.
  • Beaird Harris Wealth Management first reported a position in Carlyle Group in Q4 2023 and held it in 5 quarters.
  • Beaird Harris Wealth Management's Carlyle Group position peaked at $6.62K in Q4 2024.
  • 529 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.