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Wealthcare Advisory Partners’s Carlisle Companies CSL Stock Holding History

Wealthcare Advisory Partners’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
Q4 		– Sell
-447
Closed -$201K – 894
2024
Q3 		$201K Buy
+447
New +$185K 0.01% 839
2021
Q2 		– Sell
-974
Closed -$160K – 815
2021
Q1 		$160K Buy
+974
New +$149K 0.01% 533

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthcare Advisory Partners's CSL Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Carlisle Companies (CSL) in Q4 2024, closing a stake of 447 shares — an estimated $201K sold.

Wealthcare Advisory Partners first reported a position in CSL in Q1 2021 and held it in 2 quarters. The position peaked at $201K in Q3 2024. 767 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining Carlisle Companies position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 447 Carlisle Companies shares in Q4 2024, an estimated $201K.
  • Wealthcare Advisory Partners first reported a position in Carlisle Companies in Q1 2021 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Carlisle Companies position peaked at $201K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.