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Laurel Wealth Advisors (North Carolina)’s Carlyle Group CG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-17
Closed -$733 – 740
2024
Q3 		$733 Hold
17
– – ﹤0.01% 644
2024
Q2 		$683 Hold
17
– – ﹤0.01% 596
2024
Q1 		$798 Buy
+17
New +$735 ﹤0.01% 587

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CG Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Carlyle Group (CG) in Q4 2024, closing a stake of 17 shares — an estimated $733 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CG in Q1 2024 and held it in 3 quarters. The position peaked at $798 in Q1 2024. 567 funds tracked by Wall St. Rank hold CG as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Carlyle Group position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 17 Carlyle Group shares in Q4 2024, an estimated $733.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Carlyle Group in Q1 2024 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Carlyle Group position peaked at $798 in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.