CA
CG icon

Cetera Advisors’s Carlyle Group CG Stock Holding History

Cetera 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
2024
Q1 		$773K Buy
+16,480
New +$712K 0.01% 1299
2015
Q3 		– Sell
-8,300
Closed -$234K – 687
2015
Q2 		$234K Hold
8,300
– – 0.02% 608
2015
Q1 		$225K Hold
8,300
– – 0.02% 599
2014
Q4 		$228K Buy
+8,300
New +$236K 0.02% 558

Other funds holding CG

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return