SYSTM Wealth Solutions’s Carlyle Group CG Stock Holding History

SYSTM Wealth Solutions’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 Q2	–	Sell	-719	Closed	-$33.7K	–	718
2024 Q1	$33.7K	Buy	+719	New	+$31.1K	﹤0.01%	638

Other funds holding CG

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

VVP

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

SYSTM Wealth Solutions's CG Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Carlyle Group (CG) in Q2 2024, closing a stake of 719 shares — an estimated $33.7K sold.

SYSTM Wealth Solutions first reported a position in CG in Q1 2024 and held it in 1 quarter. The position peaked at $33.7K in Q1 2024. 514 funds tracked by Wall St. Rank hold CG as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Carlyle Group position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 719 Carlyle Group shares in Q2 2024, an estimated $33.7K.
SYSTM Wealth Solutions first reported a position in Carlyle Group in Q1 2024 and held it in 1 quarter.
SYSTM Wealth Solutions's Carlyle Group position peaked at $33.7K in Q1 2024.
514 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.