Pinnacle Private Wealth’s Carlyle Secured Lending CGBD Stock Holding History

Pinnacle Private Wealth’s Portfolio CGBD Stock Details CGBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$202K	Buy	+15,937	New	+$224K	0.08%	256

Other funds holding CGBD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Pinnacle Private Wealth's CGBD Position: Q2 2022 in Review

Pinnacle Private Wealth opened a new position in Carlyle Secured Lending (CGBD) in Q2 2022: 15,937 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #256 among its holdings.

107 funds tracked by Wall St. Rank hold CGBD as of Q2 2022.

Pinnacle Private Wealth held 15,937 shares of Carlyle Secured Lending worth $202K as of Q2 2022.
Carlyle Secured Lending was a new Pinnacle Private Wealth position in Q2 2022.
Carlyle Secured Lending made up 0.08% of Pinnacle Private Wealth's portfolio in Q2 2022, its #256 holding.
107 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.