FGAM
CG icon

Financial Gravity Asset Management’s Carlyle Group CG Stock Holding History

Financial Gravity Asset 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
2021
Q3 		$47K Buy
+1
New +$48 0.02% 588

Other funds holding CG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Financial Gravity Asset Management's CG Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Carlyle Group (CG) in Q3 2021: 1 share worth $47K. The stake represents 0.02% of the portfolio and ranks #588 among its holdings.

395 funds tracked by Wall St. Rank hold CG as of Q3 2021.

  • Financial Gravity Asset Management held 1 share of Carlyle Group worth $47K as of Q3 2021.
  • Carlyle Group was a new Financial Gravity Asset Management position in Q3 2021.
  • Carlyle Group made up 0.02% of Financial Gravity Asset Management's portfolio in Q3 2021, its #588 holding.
  • 395 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.