Carlyle Group shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Carlyle Group
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All positions including Carlyle Group held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $816k | 17k | 46.87 |
2023-12-31 | $708k | 17k | 40.69 |
2023-09-30 | $525k | 17k | 30.16 |
2023-06-30 | $431k | 14k | 31.98 |
2023-03-31 | $408k | 13k | 31.06 |
2022-12-31 | $398M | 13k | 29839.15 |
2022-09-30 | $331k | 13k | 25.88 |
2022-03-31 | $224k | 4.6k | 48.97 |
2021-12-31 | $575k | 11k | 54.50 |
2021-09-30 | $613k | 13k | 47.31 |
2021-06-30 | $539k | 14k | 38.92 |
2021-03-31 | $618k | 17k | 36.09 |
2020-12-31 | $551k | 18k | 31.40 |
2020-09-30 | $419k | 17k | 25.32 |