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VisionPoint Advisory Group’s Carlisle Companies CSL Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-9
Closed -$3.65K – 352
2024
Q2 		$3.65K Buy
9
+3
+50% +$1.21K ﹤0.01% 592
2024
Q1 		$2.35K Hold
6
– – ﹤0.01% 657
2023
Q4 		$1.88K Sell
6
-59
-91% -$16.2K ﹤0.01% 639
2023
Q3 		$16.9K Buy
65
+40
+160% +$10.7K 0.01% 396
2023
Q2 		$6.41K Buy
+25
New +$5.54K ﹤0.01% 436

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VisionPoint Advisory Group's CSL Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Carlisle Companies (CSL) in Q3 2024, closing a stake of 9 shares — an estimated $3.65K sold.

VisionPoint Advisory Group first reported a position in CSL in Q2 2023 and held it in 5 quarters. The position peaked at $16.9K in Q3 2023. 744 funds tracked by Wall St. Rank hold CSL as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Carlisle Companies position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 9 Carlisle Companies shares in Q3 2024, an estimated $3.65K.
  • VisionPoint Advisory Group first reported a position in Carlisle Companies in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Carlisle Companies position peaked at $16.9K in Q3 2023.
  • 744 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.