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TD Ameritrade Investment Management’s Carlyle Group CG Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-55
Closed -$2K – 79
2023
Q2 		$2K Hold
55
– – ﹤0.01% 444
2023
Q1 		$2K Buy
+55
New +$1.83K ﹤0.01% 471

Other funds holding CG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

TD Ameritrade Investment Management's CG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Carlyle Group (CG) in Q3 2023, closing a stake of 55 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in CG in Q1 2023 and held it in 2 quarters. The position peaked at $2K in Q2 2023. 414 funds tracked by Wall St. Rank hold CG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Carlyle Group position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 55 Carlyle Group shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in Carlyle Group in Q1 2023 and held it in 2 quarters.
  • TD Ameritrade Investment Management's Carlyle Group position peaked at $2K in Q2 2023.
  • 414 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.