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Kingsview Wealth Management’s Carlisle Companies CSL Stock Holding History

Kingsview Wealth Management’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,019
Closed -$2.03M – 1107
2024
Q2 		$2.03M Buy
+5,019
New +$2.02M 0.05% 345
2024
Q1 		– Sell
-4,405
Closed -$1.38M – 1020
2023
Q4 		$1.38M Buy
+4,405
New +$1.21M 0.04% 374
2022
Q1 		– Sell
-4,073
Closed -$1.01M – 890
2021
Q4 		$1.01M Buy
+4,073
New +$935K 0.04% 400
2020
Q3 		– Sell
-1,813
Closed -$217K – 654
2020
Q2 		$217K Buy
+1,813
New +$218K 0.02% 514

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingsview Wealth Management's CSL Position: Q3 2024 in Review

Kingsview Wealth Management sold out of Carlisle Companies (CSL) in Q3 2024, closing a stake of 5,019 shares — an estimated $2.03M sold.

Kingsview Wealth Management first reported a position in CSL in Q2 2020 and held it in 4 quarters. The position peaked at $2.03M in Q2 2024. 744 funds tracked by Wall St. Rank hold CSL as of Q3 2024.

  • Kingsview Wealth Management reported no remaining Carlisle Companies position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,019 Carlisle Companies shares in Q3 2024, an estimated $2.03M.
  • Kingsview Wealth Management first reported a position in Carlisle Companies in Q2 2020 and held it in 4 quarters.
  • Kingsview Wealth Management's Carlisle Companies position peaked at $2.03M in Q2 2024.
  • 744 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.