AWM
CARR icon

Avior Wealth Management’s Carrier Global CARR Stock Holding History

Avior Wealth Management’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
2026
Q2 		$267K Buy
+3,643
New +$238K 0.01% 686
2025
Q1 		– Sell
-2,402
Closed -$164K – 979
2024
Q4 		$164K Buy
2,402
+35
+1% +$2.64K 0.01% 758
2024
Q3 		$191K Buy
2,367
+26
+1% +$1.81K 0.01% 710
2024
Q2 		$148K Sell
2,341
-3,316
-59% -$204K 0.01% 757
2024
Q1 		$329K Buy
5,657
+4,379
+343% +$246K 0.02% 556
2023
Q4 		$73.4K Buy
1,278
+295
+30% +$15.6K ﹤0.01% 665
2023
Q3 		$54.3K Buy
983
+287
+41% +$15.8K ﹤0.01% 747
2023
Q2 		$34.6K Sell
696
-83
-11% -$3.65K ﹤0.01% 838
2023
Q1 		$35.6K Buy
779
+380
+95% +$17K ﹤0.01% 848
2022
Q4 		$16.5K Hold
399
– – ﹤0.01% 781
2022
Q3 		$14K Buy
399
+102
+34% +$4.02K ﹤0.01% 793
2022
Q2 		$10K Hold
297
– – ﹤0.01% 770
2022
Q1 		$13K Hold
297
– – ﹤0.01% 788
2021
Q4 		$16K Sell
297
-171
-37% -$9.23K ﹤0.01% 741
2021
Q3 		$24K Buy
468
+342
+271% +$18.4K ﹤0.01% 638
2021
Q2 		$6K Hold
126
– – ﹤0.01% 801
2021
Q1 		$5K Buy
126
+118
+1,475% +$4.59K ﹤0.01% 825
2020
Q4 		$0 Sell
8
-50
-86% -$1.81K ﹤0.01% 980
2020
Q3 		$1K Hold
58
– – ﹤0.01% 854
2020
Q2 		$1K Buy
+58
New +$1.08K ﹤0.01% 829

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DC
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CCMIC
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Wealth Enhancement Advisory Services
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CIM
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Swedbank
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PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return