Beaird Harris Wealth Management »

Carlyle Group shares owned by Beaird Harris Wealth Management

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

Historical chart of Beaird Harris Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carlyle Group by Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.6k 131 50.50
2024-09-30 $5.6k 131 43.06
2024-06-30 $5.3k 131 40.15
2024-03-31 $6.1k 131 46.92
2023-12-31 $5.3k 131 40.69

More positions owned by Beaird Harris Wealth Management

Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Beaird Harris Wealth Management

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
William Blair Investment Management
Massachusetts Financial Services
Robeco Investment Management
Alkeon Capital Management
Millennium Management
Geode Capital Management
Ariel Investments
Legal & General Group
Dimensional Fund Advisors
Ameriprise Financial

View all funds holding Carlyle Group