FWA
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Freedom Wealth Alliance’s Carlyle Group CG Stock Holding History

Freedom Wealth 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
2023
Q1 		– Sell
-1,053
Closed -$31.4K – 130
2022
Q4 		$31.4K Buy
+1,053
New +$30.1K 0.04% 150

Other funds holding CG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Freedom Wealth Alliance's CG Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Carlyle Group (CG) in Q1 2023, closing a stake of 1,053 shares — an estimated $31.4K sold.

Freedom Wealth Alliance first reported a position in CG in Q4 2022 and held it in 1 quarter. The position peaked at $31.4K in Q4 2022. 430 funds tracked by Wall St. Rank hold CG as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Carlyle Group position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,053 Carlyle Group shares in Q1 2023, an estimated $31.4K.
  • Freedom Wealth Alliance first reported a position in Carlyle Group in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Carlyle Group position peaked at $31.4K in Q4 2022.
  • 430 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.