B. Riley Wealth Management’s Carrier Global CARR Stock Holding History

B. Riley 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
2022 Q2	$843	Buy	23,643 +13,885	+142%	+$545K	﹤0.01%	325
2022 Q1	$448K	Sell	9,758 -222	-2%	-$10.5K	0.03%	352
2021 Q4	$541K	Buy	9,980 +331	+3%	+$17.9K	0.04%	329
2021 Q3	$499K	Sell	9,649 -227	-2%	-$12.2K	0.04%	336
2021 Q2	$480K	Buy	9,876 +1,371	+16%	+$61.3K	0.05%	240
2021 Q1	$359K	Sell	8,505 -139	-2%	-$5.4K	0.04%	270
2020 Q4	$326K	Buy	8,644 +194	+2%	+$7.02K	0.04%	261
2020 Q3	$258K	Buy	+8,450	New	+$239K	0.03%	316

Other funds holding CARR

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

B. Riley Wealth Management's CARR Position: Q2 2022 in Review

B. Riley Wealth Management increased its Carrier Global (CARR) stake by 142% in Q2 2022, buying an estimated $545K and bringing the position to 23,643 shares worth $843. The position accounts for ﹤0.01% of the portfolio, ranked #325.

B. Riley Wealth Management first reported a position in CARR in Q3 2020 and has held it in 8 quarters since. The position peaked at $541K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold CARR as of Q2 2022.

B. Riley Wealth Management held 23,643 shares of Carrier Global worth $843 as of Q2 2022.
B. Riley Wealth Management bought 13,885 Carrier Global shares in Q2 2022, an estimated $545K.
Carrier Global made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #325 holding.
B. Riley Wealth Management first reported a position in Carrier Global in Q3 2020 and has held it in 8 quarters since.
B. Riley Wealth Management's Carrier Global position peaked at $541K in Q4 2021.
1,172 funds tracked by Wall St. Rank held Carrier Global as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.