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Carlyle Group shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.5M 82k 30.16
2023-06-30 $2.6M 83k 31.95

More positions owned by Legacy Capital Wealth Partners

J.B. Hunt Transport Services (JBHT)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Gbl Min Vol (ACWV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
EOG Resources (EOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Legacy Capital Wealth Partners

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