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CFM Wealth Partners’s Carlyle Group CG Stock Holding History

CFM Wealth Partners’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
-1,855
Closed -$51K – 208
2020
Q2 		$51K Hold
1,855
– – 0.02% 281
2020
Q1 		$40K Hold
1,855
– – 0.02% 293
2019
Q4 		$61K Buy
+1,855
New +$52.4K 0.02% 260

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CFM Wealth Partners's CG Position: Q3 2020 in Review

CFM Wealth Partners sold out of Carlyle Group (CG) in Q3 2020, closing a stake of 1,855 shares — an estimated $51K sold.

CFM Wealth Partners first reported a position in CG in Q4 2019 and held it in 3 quarters. The position peaked at $61K in Q4 2019. 262 funds tracked by Wall St. Rank hold CG as of Q3 2020.

  • CFM Wealth Partners reported no remaining Carlyle Group position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,855 Carlyle Group shares in Q3 2020, an estimated $51K.
  • CFM Wealth Partners first reported a position in Carlyle Group in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Carlyle Group position peaked at $61K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.