WIM
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WealthPlan Investment Management’s Carlyle Group CG Stock Holding History

WealthPlan 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
-959
Closed -$30.6K – 187
2023
Q2 		$30.6K Hold
959
– – 0.01% 224
2023
Q1 		$29.8K Buy
+959
New +$32K 0.01% 276

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

WealthPlan Investment Management's CG Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Carlyle Group (CG) in Q3 2023, closing a stake of 959 shares — an estimated $30.6K sold.

WealthPlan Investment Management first reported a position in CG in Q1 2023 and held it in 2 quarters. The position peaked at $30.6K in Q2 2023. 414 funds tracked by Wall St. Rank hold CG as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Carlyle Group position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 959 Carlyle Group shares in Q3 2023, an estimated $30.6K.
  • WealthPlan Investment Management first reported a position in Carlyle Group in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Carlyle Group position peaked at $30.6K in Q2 2023.
  • 414 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.