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FWM
Frontier Wealth Management’s
Carlisle Companies
CSL
Stock Holding History
Frontier Wealth Management’s Portfolio
CSL Stock Details
CSL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
$215K
Hold
900
–
–
0.02%
351
2022
Q1
$220K
Sell
900
-100
-10%
-$23.4K
﹤0.01%
363
2021
Q4
$248K
Buy
+1,000
New
+$230K
0.02%
357
2019
Q3
–
Sell
-1,500
Closed
-$211K
–
312
2019
Q2
$211K
Buy
+1,500
New
+$202K
0.03%
274
2017
Q4
–
Sell
-2,830
Closed
-$284K
–
359
2017
Q3
$284K
Sell
2,830
-670
-19%
-$64.9K
0.04%
301
2017
Q2
$334K
Hold
3,500
–
–
0.05%
277
2017
Q1
$372K
Hold
3,500
–
–
0.06%
268
2016
Q4
$386K
Hold
3,500
–
–
0.06%
248
2016
Q3
$359K
Hold
3,500
–
–
0.05%
251
2016
Q2
$370K
Hold
3,500
–
–
0.06%
246
2016
Q1
$348K
Hold
3,500
–
–
0.03%
241
2015
Q4
$310K
Hold
3,500
–
–
0.05%
249
2015
Q3
$306K
Hold
3,500
–
–
0.05%
256
2015
Q2
$350K
Buy
+3,500
New
+$343K
0.05%
240
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1-Year Est. Return
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$5.72T AUM
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1-Year Est. Return
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$59.7B AUM
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1-Year Est. Return
ACM
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$22.5B AUM
9.67%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
GIM
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London, United Kingdom
$11.2B AUM
0.58%
1-Year Est. Return
FMI
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$8.06B AUM
6.78%
1-Year Est. Return
Norges Bank
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$935B AUM
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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