Williams Jones Wealth Management, Llc. Carlyle Group Inc. Transaction History

Williams Jones Wealth Management, Llc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$27.54 - $41.99 $154,774 - $235,983	5,620 New	5,620 $228,000
Q4 2022 Feb 14, 2023	BUY	$25.33 - $31.76 $185,111 - $232,102	7,308 New	7,308 $218,000
Q2 2022 Aug 15, 2022	SELL	$31.64 - $49.42 $4,018 - $6,276	-127 Reduced 1.71%	7,308 $231,000
Q1 2022 May 16, 2022	BUY	$40.59 - $55.57 $20,376 - $27,896	502 Added 7.24%	7,435 $364,000
Q4 2020 Feb 16, 2021	BUY	$24.88 - $31.44 $172,493 - $217,973	6,933 New	6,933 $218,000

574

205M

2.15M

759K

Ticker CG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 361,324,992
Market Cap $18.2B
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...

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.