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Wealthspire Advisors (Maryland)’s Carlyle Secured Lending CGBD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-30,476
Closed -$408K – 440
2019
Q4 		$408K Buy
+30,476
New +$422K 0.03% 311

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ST
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Invesco
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Truist Financial
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CGBD Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Carlyle Secured Lending (CGBD) in Q1 2020, closing a stake of 30,476 shares — an estimated $408K sold.

Wealthspire Advisors (Maryland) first reported a position in CGBD in Q4 2019 and held it in 1 quarter. The position peaked at $408K in Q4 2019. 89 funds tracked by Wall St. Rank hold CGBD as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Carlyle Secured Lending position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 30,476 Carlyle Secured Lending shares in Q1 2020, an estimated $408K.
  • Wealthspire Advisors (Maryland) first reported a position in Carlyle Secured Lending in Q4 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Carlyle Secured Lending position peaked at $408K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.