KWA
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Kingswood Wealth Advisors’s Carlyle Group CG Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-10,950
Closed -$472K – 807
2024
Q3 		$472K Buy
10,950
+58
+0.5% +$2.43K 0.03% 464
2024
Q2 		$437K Sell
10,892
-1,106
-9% -$47.8K 0.04% 423
2024
Q1 		$563K Hold
11,998
– – 0.06% 321
2023
Q4 		$488K Sell
11,998
-2,922
-20% -$96.2K 0.06% 349
2023
Q3 		$450K Buy
+14,920
New +$481K 0.08% 267

Other funds holding CG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Kingswood Wealth Advisors's CG Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Carlyle Group (CG) in Q4 2024, closing a stake of 10,950 shares — an estimated $472K sold.

Kingswood Wealth Advisors first reported a position in CG in Q3 2023 and held it in 5 quarters. The position peaked at $563K in Q1 2024. 566 funds tracked by Wall St. Rank hold CG as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Carlyle Group position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,950 Carlyle Group shares in Q4 2024, an estimated $472K.
  • Kingswood Wealth Advisors first reported a position in Carlyle Group in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Carlyle Group position peaked at $563K in Q1 2024.
  • 566 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.