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FFT Wealth Management’s Carlyle Group CG Stock Holding History

FFT 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
2025
Q1 		– Sell
-12,887
Closed -$651K – 121
2024
Q4 		$651K Buy
12,887
+863
+7% +$43.7K 0.05% 79
2024
Q3 		$518K Buy
12,024
+859
+8% +$36K 0.04% 86
2024
Q2 		$448K Sell
11,165
-448
-4% -$19.3K 0.04% 84
2024
Q1 		$545K Buy
11,613
+1,538
+15% +$66.5K 0.05% 71
2023
Q4 		$410K Buy
10,075
+922
+10% +$30.4K 0.04% 69
2023
Q3 		$276K Buy
9,153
+663
+8% +$21.4K 0.04% 72
2023
Q2 		$271K Buy
+8,490
New +$248K 0.03% 80

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FFT Wealth Management's CG Position: Q1 2025 in Review

FFT Wealth Management sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 12,887 shares — an estimated $651K sold.

FFT Wealth Management first reported a position in CG in Q2 2023 and held it in 7 quarters. The position peaked at $651K in Q4 2024. 529 funds tracked by Wall St. Rank hold CG as of Q1 2025.

  • FFT Wealth Management reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 12,887 Carlyle Group shares in Q1 2025, an estimated $651K.
  • FFT Wealth Management first reported a position in Carlyle Group in Q2 2023 and held it in 7 quarters.
  • FFT Wealth Management's Carlyle Group position peaked at $651K in Q4 2024.
  • 529 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.