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Future Financial Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Future Financial Wealth Management’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,000
Closed -$58K – 179
2022
Q1 		$58K Hold
4,000
– – 0.05% 248
2021
Q4 		$55K Buy
+4,000
New +$55.4K 0.04% 258

Other funds holding CGBD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Future Financial Wealth Management's CGBD Position: Q2 2022 in Review

Future Financial Wealth Management sold out of Carlyle Secured Lending (CGBD) in Q2 2022, closing a stake of 4,000 shares — an estimated $58K sold.

Future Financial Wealth Management first reported a position in CGBD in Q4 2021 and held it in 2 quarters. The position peaked at $58K in Q1 2022. 107 funds tracked by Wall St. Rank hold CGBD as of Q2 2022.

  • Future Financial Wealth Management reported no remaining Carlyle Secured Lending position as of Q2 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 4,000 Carlyle Secured Lending shares in Q2 2022, an estimated $58K.
  • Future Financial Wealth Management first reported a position in Carlyle Secured Lending in Q4 2021 and held it in 2 quarters.
  • Future Financial Wealth Management's Carlyle Secured Lending position peaked at $58K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.