Pacific Capital Wealth Advisors »

Carlyle Group shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Pacific Capital Wealth Advisors 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1k 48 43.06

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Carlyle Group

Vanguard Group
BlackRock
BlackRock
Capital World Investors
Morgan Stanley
William Blair Investment Management
State Street Corporation
Vulcan Value Partners
Robeco Investment Management
Ariel Investments
Beutel, Goodman & Company
Geode Capital Management
Bank of New York Mellon
Dimensional Fund Advisors
Massachusetts Financial Services

View all funds holding Carlyle Group