A detailed history of Principle Wealth Partners LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Principle Wealth Partners LLC holds 8,031 shares of CG stock, worth $409,821. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,031
Previous 8,031 -0.0%
Holding current value
$409,821
Previous $345,000 17.39%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024

BUY
$27.54 - $41.99 $27,540 - $41,990
1,000 Added 14.22%
8,031 $326,000
Q3 2023

Nov 01, 2023

SELL
$29.13 - $35.71 $29,130 - $35,710
-1,000 Reduced 12.45%
7,031 $212,000
Q2 2023

Jul 31, 2023

BUY
$25.72 - $31.95 $18,004 - $22,365
700 Added 9.55%
8,031 $256,000
Q1 2023

May 10, 2023

SELL
$29.99 - $37.76 $65,978 - $83,072
-2,200 Reduced 23.08%
7,331 $227,000
Q4 2022

Feb 02, 2023

SELL
$25.33 - $31.76 $53,193 - $66,696
-2,100 Reduced 18.06%
9,531 $284,000
Q3 2022

Nov 14, 2022

BUY
$19.47 - $38.91 $5,841 - $11,672
300 Added 2.65%
11,631 $301,000
Q2 2022

Aug 02, 2022

BUY
$31.64 - $49.42 $130,704 - $204,154
4,131 Added 57.38%
11,331 $359,000
Q4 2020

Feb 16, 2021

BUY
$24.88 - $31.44 $179,136 - $226,368
7,200 New
7,200 $226,000
Q3 2020

Nov 16, 2020

SELL
$23.57 - $29.61 $169,704 - $213,192
-7,200 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$19.71 - $30.94 $141,912 - $222,768
7,200 New
7,200 $201,000

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 $18.4B
  • 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
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.