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Pacific Capital Wealth Advisors’s Carlyle Group CG Stock Holding History

Pacific Capital 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
-48
Closed -$2.07K – 418
2024
Q3 		$2.07K Buy
+48
New +$2.01K ﹤0.01% 399

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William Blair Investment Management
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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

Pacific Capital Wealth Advisors's CG Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Carlyle Group (CG) in Q4 2024, closing a stake of 48 shares — an estimated $2.07K sold.

Pacific Capital Wealth Advisors first reported a position in CG in Q3 2024 and held it in 1 quarter. The position peaked at $2.07K in Q3 2024. 566 funds tracked by Wall St. Rank hold CG as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Carlyle Group position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 48 Carlyle Group shares in Q4 2024, an estimated $2.07K.
  • Pacific Capital Wealth Advisors first reported a position in Carlyle Group in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Carlyle Group position peaked at $2.07K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

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