Opal Wealth Advisors’s Carlyle Group CG Stock Holding History

Opal 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 Q3	–	Sell	-150	Closed	-$6.02K	–	357
2024 Q2	$6.02K	Buy	+150	New	+$6.48K	﹤0.01%	767

Other funds holding CG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Opal Wealth Advisors's CG Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Carlyle Group (CG) in Q3 2024, closing a stake of 150 shares — an estimated $6.02K sold.

Opal Wealth Advisors first reported a position in CG in Q2 2024 and held it in 1 quarter. The position peaked at $6.02K in Q2 2024. 523 funds tracked by Wall St. Rank hold CG as of Q3 2024.

Opal Wealth Advisors reported no remaining Carlyle Group position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 150 Carlyle Group shares in Q3 2024, an estimated $6.02K.
Opal Wealth Advisors first reported a position in Carlyle Group in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Carlyle Group position peaked at $6.02K in Q2 2024.
523 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.