RVW Wealth’s Carlisle Companies CSL Stock Holding History

RVW Wealth’s Portfolio CSL Stock Details CSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$51.9K	–	195
2023 Q3	$51.9K	Buy	+200	New	+$53.6K	0.01%	229

Other funds holding CSL

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RVW Wealth's CSL Position: Q4 2023 in Review

RVW Wealth sold out of Carlisle Companies (CSL) in Q4 2023, closing a stake of 200 shares — an estimated $51.9K sold.

RVW Wealth first reported a position in CSL in Q3 2023 and held it in 1 quarter. The position peaked at $51.9K in Q3 2023. 601 funds tracked by Wall St. Rank hold CSL as of Q4 2023.

RVW Wealth reported no remaining Carlisle Companies position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 200 Carlisle Companies shares in Q4 2023, an estimated $51.9K.
RVW Wealth first reported a position in Carlisle Companies in Q3 2023 and held it in 1 quarter.
RVW Wealth's Carlisle Companies position peaked at $51.9K in Q3 2023.
601 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.