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Great Point Wealth Advisors’s Carlyle Group CG Stock Holding History

Great Point Wealth Advisors’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
2022
Q1 		– Sell
-6,000
Closed -$329K – 63
2021
Q4 		$329K Buy
+6,000
New +$327K 0.1% 52

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Great Point Wealth Advisors's CG Position: Q1 2022 in Review

Great Point Wealth Advisors sold out of Carlyle Group (CG) in Q1 2022, closing a stake of 6,000 shares — an estimated $329K sold.

Great Point Wealth Advisors first reported a position in CG in Q4 2021 and held it in 1 quarter. The position peaked at $329K in Q4 2021. 486 funds tracked by Wall St. Rank hold CG as of Q1 2022.

  • Great Point Wealth Advisors reported no remaining Carlyle Group position as of Q1 2022 after selling out during the quarter.
  • Great Point Wealth Advisors sold 6,000 Carlyle Group shares in Q1 2022, an estimated $329K.
  • Great Point Wealth Advisors first reported a position in Carlyle Group in Q4 2021 and held it in 1 quarter.
  • Great Point Wealth Advisors's Carlyle Group position peaked at $329K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2022.

Based on Great Point Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.