Atlas Private Wealth Advisors’s Carrier Global CARR Stock Holding History

Atlas Private Wealth Advisors’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-58	Closed	-$3K	–	232
2021 Q3	$3K	Hold	58	–	–	﹤0.01%	620
2021 Q2	$3K	Hold	58	–	–	﹤0.01%	623
2021 Q1	$2K	Hold	58	–	–	﹤0.01%	728
2020 Q4	$2K	Hold	58	–	–	﹤0.01%	624
2020 Q3	$2K	Hold	58	–	–	﹤0.01%	566
2020 Q2	$1K	Buy	+58	New	+$1.08K	﹤0.01%	635

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Private Wealth Advisors's CARR Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Carrier Global (CARR) in Q4 2021, closing a stake of 58 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in CARR in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 1,345 funds tracked by Wall St. Rank hold CARR as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Carrier Global position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 58 Carrier Global shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in Carrier Global in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Carrier Global position peaked at $3K in Q3 2021.
1,345 funds tracked by Wall St. Rank held Carrier Global as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.