CWG
CG icon

Cornerstone Wealth Group’s Carlyle Group CG Stock Holding History

Cornerstone Wealth Group’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
Q1 		– Sell
-113,023
Closed -$3.63M – 121
2019
Q4 		$3.63M Sell
113,023
-9,174
-8% -$259K 0.98% 28
2019
Q3 		$3.12M Sell
122,197
-5,725
-4% -$137K 0.78% 37
2019
Q2 		$2.89M Buy
127,922
+51,841
+68% +$1.07M 0.78% 29
2019
Q1 		$1.39M Buy
+76,081
New +$1.38M 0.35% 69

Other funds holding CG

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return