LWM
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Laidlaw Wealth Management’s Carlyle Group CG Stock Holding History

Laidlaw Wealth Management’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
2020
Q1 		– Sell
-22,543
Closed -$723K – 156
2019
Q4 		$723K Buy
+22,543
New +$637K 0.46% 75

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BAMCO Inc
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AIM
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Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Laidlaw Wealth Management's CG Position: Q1 2020 in Review

Laidlaw Wealth Management sold out of Carlyle Group (CG) in Q1 2020, closing a stake of 22,543 shares — an estimated $723K sold.

Laidlaw Wealth Management first reported a position in CG in Q4 2019 and held it in 1 quarter. The position peaked at $723K in Q4 2019. 196 funds tracked by Wall St. Rank hold CG as of Q1 2020.

  • Laidlaw Wealth Management reported no remaining Carlyle Group position as of Q1 2020 after selling out during the quarter.
  • Laidlaw Wealth Management sold 22,543 Carlyle Group shares in Q1 2020, an estimated $723K.
  • Laidlaw Wealth Management first reported a position in Carlyle Group in Q4 2019 and held it in 1 quarter.
  • Laidlaw Wealth Management's Carlyle Group position peaked at $723K in Q4 2019.
  • 196 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2020.

Based on Laidlaw Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.