WR Wealth Planners’s Carlisle Companies CSL Stock Holding History

WR Wealth Planners’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	$16.2K	Buy	44 +2	+5%	+$872	0.01%	517
2024 Q3	$18.9K	Buy	42 +9	+27%	+$3.72K	0.01%	496
2024 Q2	$13.4K	Sell	33 -1	-3%	-$403	﹤0.01%	531
2024 Q1	$13.3K	Buy	+34	New	+$11.5K	﹤0.01%	536
2023 Q4	–	Sell	-42	Closed	-$10.9K	–	321
2023 Q3	$10.9K	Hold	42	–	–	﹤0.01%	541
2023 Q2	$10.8K	Buy	42 +2	+5%	+$443	﹤0.01%	538
2023 Q1	$9.04K	Buy	+40	New	+$9.73K	﹤0.01%	580

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

WR Wealth Planners increased its Carlisle Companies (CSL) stake by 4.8% in Q4 2024, buying an estimated $872 and bringing the position to 44 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #517.

WR Wealth Planners first reported a position in CSL in Q1 2023 and has held it in 7 quarters since. The position peaked at $18.9K in Q3 2024. 767 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

WR Wealth Planners held 44 shares of Carlisle Companies worth $16.2K as of Q4 2024.
WR Wealth Planners bought 2 Carlisle Companies shares in Q4 2024, an estimated $872.
Carlisle Companies made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #517 holding.
WR Wealth Planners first reported a position in Carlisle Companies in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Carlisle Companies position peaked at $18.9K in Q3 2024.
767 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

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