NWM
CG icon

Nauset Wealth Management’s Carlyle Group CG Stock Holding History

Nauset 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
2022
Q1 		$155K Buy
+3,170
New +$152K 0.12% 64

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $846B AUM 46.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nauset Wealth Management's CG Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Carlyle Group (CG) in Q1 2022: 3,170 shares worth $155K. The stake represents 0.12% of the portfolio and ranks #64 among its holdings.

485 funds tracked by Wall St. Rank hold CG as of Q1 2022.

  • Nauset Wealth Management held 3,170 shares of Carlyle Group worth $155K as of Q1 2022.
  • Carlyle Group was a new Nauset Wealth Management position in Q1 2022.
  • Carlyle Group made up 0.12% of Nauset Wealth Management's portfolio in Q1 2022, its #64 holding.
  • 485 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.