Founders Financial Alliance’s Carlyle Group CG Stock Holding History

Founders Financial Alliance’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 Q4	–	Sell	-200	Closed	-$5K	–	564
2020 Q3	$5K	Buy	+200	New	+$5.39K	﹤0.01%	953

Other funds holding CG

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Founders Financial Alliance's CG Position: Q4 2020 in Review

Founders Financial Alliance sold out of Carlyle Group (CG) in Q4 2020, closing a stake of 200 shares — an estimated $5K sold.

Founders Financial Alliance first reported a position in CG in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 293 funds tracked by Wall St. Rank hold CG as of Q4 2020.

Founders Financial Alliance reported no remaining Carlyle Group position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 200 Carlyle Group shares in Q4 2020, an estimated $5K.
Founders Financial Alliance first reported a position in Carlyle Group in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Carlyle Group position peaked at $5K in Q3 2020.
293 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.