Svb Wealth LLC Carlyle Group Inc. Transaction History

Svb Wealth LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$46.55 - $60.14 $390,368 - $504,334	-8,386 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$43.71 - $51.07 $1,398 - $1,634	32 Added 0.38%	8,386 $396,000
Q1 2021 May 11, 2021	BUY	$31.03 - $37.41 $36,149 - $43,582	1,165 Added 16.21%	8,354 $308,000
Q4 2020 Feb 10, 2021	BUY	$24.88 - $31.44 $178,862 - $226,022	7,189 New	7,189 $226,000
Q3 2020 Nov 10, 2020	SELL	$23.57 - $29.61 $169,444 - $212,866	-7,189 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$19.71 - $30.94 $141,695 - $222,427	7,189 New	7,189 $201,000

561

201M

1.75M

952K

Ticker CG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 361,324,992
Market Cap $15.8B
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...

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