Triad Financial Advisors’s Carlyle Group CG Stock Holding History

Triad Financial 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	-5,580	Closed	-$273K	–	105
2022 Q1	$273K	Hold	5,580	–	–	0.15%	87
2021 Q4	$306K	Buy	+5,580	New	+$304K	0.18%	82

Other funds holding CG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Triad Financial Advisors's CG Position: Q2 2022 in Review

Triad Financial Advisors sold out of Carlyle Group (CG) in Q2 2022, closing a stake of 5,580 shares — an estimated $273K sold.

Triad Financial Advisors first reported a position in CG in Q4 2021 and held it in 2 quarters. The position peaked at $306K in Q4 2021. 443 funds tracked by Wall St. Rank hold CG as of Q2 2022.

Triad Financial Advisors reported no remaining Carlyle Group position as of Q2 2022 after selling out during the quarter.
Triad Financial Advisors sold 5,580 Carlyle Group shares in Q2 2022, an estimated $273K.
Triad Financial Advisors first reported a position in Carlyle Group in Q4 2021 and held it in 2 quarters.
Triad Financial Advisors's Carlyle Group position peaked at $306K in Q4 2021.
443 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2022.

Based on Triad Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.