FWM
CG icon

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 $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return