Wealthspire Advisors (Maryland)’s Carlyle Group CG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Hold	0	–	-$52K	–	740
2019 Q1	–	Hold	0	–	–	–	881
2018 Q4	–	Hold	0	–	–	–	925
2018 Q3	–	Hold	0	–	–	–	892
2018 Q2	–	Hold	0	–	–	–	925
2018 Q1	–	Hold	0	–	–	–	935
2017 Q4	–	Hold	0	–	-$123K	–	2458
2017 Q3	–	Hold	0	–	–	–	629
2017 Q2	–	Hold	0	–	–	–	693
2017 Q1	–	Hold	0	–	–	–	1550
2016 Q4	–	Hold	0	–	–	–	1343
2016 Q3	–	Hold	0	–	–	–	1319
2016 Q2	–	Hold	0	–	–	–	1107
2016 Q1	–	Hold	0	–	–	–	1098

Other funds holding CG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return