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WR Wealth Planners’s Carlyle Group CG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$35.6K Buy
705
+143
+25% +$7.25K 0.01% 363
2024
Q3 		$24.2K Buy
562
+388
+223% +$16.3K 0.01% 451
2024
Q2 		$6.99K Buy
174
+92
+112% +$3.97K ﹤0.01% 663
2024
Q1 		$3.85K Buy
+82
New +$3.54K ﹤0.01% 765

Other funds holding CG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

WR Wealth Planners's CG Position: Q4 2024 in Review

WR Wealth Planners increased its Carlyle Group (CG) stake by 25% in Q4 2024, buying an estimated $7.25K and bringing the position to 705 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #363.

WR Wealth Planners first reported a position in CG in Q1 2024 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold CG as of Q4 2024.

  • WR Wealth Planners held 705 shares of Carlyle Group worth $35.6K as of Q4 2024.
  • WR Wealth Planners bought 143 Carlyle Group shares in Q4 2024, an estimated $7.25K.
  • Carlyle Group made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #363 holding.
  • WR Wealth Planners first reported a position in Carlyle Group in Q1 2024 and has held it in 4 quarters since.
  • 566 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.