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Carlyle Group shares owned by Fft Wealth Management

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Fft Wealth Management from 13F filings

Historical chart of Fft Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Fft Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Fft Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $410k 10k 40.69
2023-09-30 $276k 9.2k 30.16
2023-06-30 $271k 8.5k 31.95

More positions owned by Fft Wealth Management

Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
TJX Companies (TJX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Copart (CPRT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Fft Wealth Management

Top funds holding Carlyle Group

Vanguard Group
William Blair Investment Management
Beutel, Goodman & Company
Legal & General Group
Norges Bank Investment Management
Bank of New York Mellon
Goldman Sachs Group
Dimensional Fund Advisors
Argent Capital Management
Bamco
Davis Asset Management
Lgt Capital Partners
Bank of America Corporation
Charles Schwab Investment Management
Markel Corporation

View all funds holding Carlyle Group