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Carlyle Group shares owned by Wealthfront Advisers

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Wealthfront Advisers from 13F filings

Historical chart of Wealthfront Advisers investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Wealthfront Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Wealthfront Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.5M 30k 283.85

More positions owned by Wealthfront Advisers

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Real Estate Etf (VNQ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Wealthfront Advisers

Top funds holding Carlyle Group

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

View all funds holding Carlyle Group