RMR Wealth Builders’s Carlyle Group CG Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-156	Closed	-$6K	–	261
2021 Q1	$6K	Buy	+156	New	+$5.47K	﹤0.01%	646

Other funds holding CG

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

VVP

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

RMR Wealth Builders's CG Position: Q2 2021 in Review

RMR Wealth Builders sold out of Carlyle Group (CG) in Q2 2021, closing a stake of 156 shares — an estimated $6K sold.

RMR Wealth Builders first reported a position in CG in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 344 funds tracked by Wall St. Rank hold CG as of Q2 2021.

RMR Wealth Builders reported no remaining Carlyle Group position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 156 Carlyle Group shares in Q2 2021, an estimated $6K.
RMR Wealth Builders first reported a position in Carlyle Group in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Carlyle Group position peaked at $6K in Q1 2021.
344 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.