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Tennessee Valley Asset Management Partners’s Carlyle Group CG Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-412
Closed -$16.8K – 224
2023
Q4 		$16.8K Buy
+412
New +$13.6K ﹤0.01% 366

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Tennessee Valley Asset Management Partners's CG Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Carlyle Group (CG) in Q1 2024, closing a stake of 412 shares — an estimated $16.8K sold.

Tennessee Valley Asset Management Partners first reported a position in CG in Q4 2023 and held it in 1 quarter. The position peaked at $16.8K in Q4 2023. 521 funds tracked by Wall St. Rank hold CG as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Carlyle Group position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 412 Carlyle Group shares in Q1 2024, an estimated $16.8K.
  • Tennessee Valley Asset Management Partners first reported a position in Carlyle Group in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Carlyle Group position peaked at $16.8K in Q4 2023.
  • 521 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.