EWM
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Edge Wealth Management’s Carlyle Group CG Stock Holding History

Edge 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
2020
Q3 		– Sell
-300
Closed -$8K – 471
2020
Q2 		$8K Hold
300
– – ﹤0.01% 485
2020
Q1 		$7K Hold
300
– – ﹤0.01% 427
2019
Q4 		$10K Buy
+300
New +$8.48K ﹤0.01% 422

Other funds holding CG

VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
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

Edge Wealth Management's CG Position: Q3 2020 in Review

Edge Wealth Management sold out of Carlyle Group (CG) in Q3 2020, closing a stake of 300 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in CG in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 262 funds tracked by Wall St. Rank hold CG as of Q3 2020.

  • Edge Wealth Management reported no remaining Carlyle Group position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 300 Carlyle Group shares in Q3 2020, an estimated $8K.
  • Edge Wealth Management first reported a position in Carlyle Group in Q4 2019 and held it in 3 quarters.
  • Edge Wealth Management's Carlyle Group position peaked at $10K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.