Sheaff Brock Investment Advisors’s Carlyle Group CG Stock Holding History

Sheaff Brock Investment 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
2022 Q2	–	Sell	-4,574	Closed	-$224K	–	509
2022 Q1	$224K	Buy	4,574 +53	+1%	+$2.54K	0.02%	445
2021 Q4	$249K	Buy	+4,521	New	+$246K	0.02%	431

Other funds holding CG

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Sheaff Brock Investment Advisors's CG Position: Q2 2022 in Review

Sheaff Brock Investment Advisors sold out of Carlyle Group (CG) in Q2 2022, closing a stake of 4,574 shares — an estimated $224K sold.

Sheaff Brock Investment Advisors first reported a position in CG in Q4 2021 and held it in 2 quarters. The position peaked at $249K in Q4 2021. 443 funds tracked by Wall St. Rank hold CG as of Q2 2022.

Sheaff Brock Investment Advisors reported no remaining Carlyle Group position as of Q2 2022 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 4,574 Carlyle Group shares in Q2 2022, an estimated $224K.
Sheaff Brock Investment Advisors first reported a position in Carlyle Group in Q4 2021 and held it in 2 quarters.
Sheaff Brock Investment Advisors's Carlyle Group position peaked at $249K in Q4 2021.
443 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.