Western Pacific Wealth Management, LP Carlyle Group Inc. Transaction History
Western Pacific Wealth Management, LP
- $121 Million
- Q4 2024
A detailed history of Western Pacific Wealth Management, LP transactions in Carlyle Group Inc. stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 3,613 shares of CG stock, worth $184,371. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,613
Previous 3,284
10.02%
Holding current value
$184,371
Previous $141,000
29.08%
% of portfolio
0.15%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding CG
# of Institutions
608Shares Held
211MCall Options Held
2.1MPut Options Held
797K-
Vanguard Group Inc Valley Forge, PA23.2MShares$1.18 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.16 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA19.8MShares$1.01 Billion0.16% of portfolio
-
William Blair Investment Management, LLC Chicago, IL13.2MShares$676 Million1.75% of portfolio
-
Morgan Stanley New York, NY12.7MShares$647 Million0.04% of portfolio
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...