CWP
CSL icon

Concord Wealth Partners’s Carlisle Companies CSL Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-25
Closed -$6.48K – 859
2023
Q3 		$6.48K Hold
25
– – ﹤0.01% 682
2023
Q2 		$6.41K Hold
25
– – ﹤0.01% 668
2023
Q1 		$5.65K Hold
25
– – ﹤0.01% 656
2022
Q4 		$5.89K Buy
+25
New +$6.43K ﹤0.01% 724
2022
Q3 		– Sell
-25
Closed -$6K – 353
2022
Q2 		$6K Hold
25
– – ﹤0.01% 773
2022
Q1 		$6K Hold
25
– – ﹤0.01% 866
2021
Q4 		$6K Hold
25
– – ﹤0.01% 901
2021
Q3 		$5K Hold
25
– – ﹤0.01% 575
2021
Q2 		$5K Hold
25
– – ﹤0.01% 725
2021
Q1 		$4K Buy
+25
New +$3.83K ﹤0.01% 703

Other funds holding CSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return