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TCI Wealth Advisors’s Carlisle Companies CSL Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-36
Closed -$8.14K – 669
2023
Q1 		$8.14K Buy
36
+1
+3% +$243 ﹤0.01% 1212
2022
Q4 		$8.25K Sell
35
-4
-10% -$1.03K ﹤0.01% 1210
2022
Q3 		$11K Buy
39
+4
+11% +$1.15K ﹤0.01% 955
2022
Q2 		$8K Hold
35
– – ﹤0.01% 1137
2022
Q1 		$9K Hold
35
– – ﹤0.01% 1145
2021
Q4 		$9K Hold
35
– – ﹤0.01% 1241
2021
Q3 		$7K Hold
35
– – ﹤0.01% 1340
2021
Q2 		$7K Hold
35
– – ﹤0.01% 1191
2021
Q1 		$6K Hold
35
– – ﹤0.01% 1130
2020
Q4 		$5K Hold
35
– – ﹤0.01% 859
2020
Q3 		$4K Buy
+35
New +$4.29K ﹤0.01% 827

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return