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Carlyle Group shares owned by Fort Point Capital Partners

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

Historical chart of Fort Point Capital Partners investment in Carlyle Group

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

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Quarterly reported holdings in Carlyle Group by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $295k 7.3k 40.69
2023-09-30 $235k 7.8k 30.16
2023-06-30 $363k 11k 31.95
2023-03-31 $448k 14k 31.06
2022-12-31 $426k 14k 29.84
2022-09-30 $353k 14k 25.84
2022-06-30 $421k 13k 31.68
2022-03-31 $633k 13k 48.88
2021-12-31 $579k 11k 54.91
2021-09-30 $432k 9.1k 47.32

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital 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