A detailed history of Bell Investment Advisors, Inc transactions in Carlyle Group Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 163 shares of CG stock, worth $9,284. This represents 0.0% of its overall portfolio holdings.

Number of Shares
163
Previous 182 10.44%
Holding current value
$9,284
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$37.24 - $49.74 $707 - $945
-19 Reduced 10.44%
163 $7,000
Q4 2023

Feb 14, 2024

BUY
$27.54 - $41.99 $963 - $1,469
35 Added 23.81%
182 $7,000
Q3 2023

Nov 08, 2023

BUY
$29.13 - $35.71 $611 - $749
21 Added 16.67%
147 $4,000
Q2 2023

Aug 09, 2023

SELL
$25.72 - $31.95 $4,963 - $6,166
-193 Reduced 60.5%
126 $4,000
Q1 2023

May 10, 2023

SELL
$29.99 - $37.76 $59 - $75
-2 Reduced 0.62%
319 $9,000
Q4 2022

Feb 08, 2023

BUY
$25.33 - $31.76 $5,977 - $7,495
236 Added 277.65%
321 $9,000
Q3 2022

Nov 09, 2022

BUY
$19.47 - $38.91 $973 - $1,945
50 Added 142.86%
85 $2,000
Q2 2022

Aug 12, 2022

SELL
$31.64 - $49.42 $1,866 - $2,915
-59 Reduced 62.77%
35 $1,000
Q4 2021

Feb 14, 2022

BUY
$46.55 - $60.14 $4,375 - $5,653
94 New
94 $5,000

Others Institutions Holding CG

About Carlyle Group Inc.


  • Ticker CG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 361,324,992
  • Market Cap $20.6B
  • Description
  • The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...
More about CG
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