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BBJS Financial Advisors’s Carrier Global CARR Stock Holding History

BBJS Financial 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
2024
Q3 		$9.69K Hold
120
– – ﹤0.01% 114
2024
Q2 		$7.57K Buy
+120
New +$7.37K ﹤0.01% 137

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BBJS Financial Advisors's CARR Position: Q3 2024 in Review

BBJS Financial Advisors held its Carrier Global (CARR) position steady in Q3 2024 at 120 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #114.

BBJS Financial Advisors first reported a position in CARR in Q2 2024 and has held it in 2 quarters since. 1,548 funds tracked by Wall St. Rank hold CARR as of Q3 2024.

  • BBJS Financial Advisors held 120 shares of Carrier Global worth $9.69K as of Q3 2024.
  • BBJS Financial Advisors left its Carrier Global share count unchanged in Q3 2024.
  • Carrier Global made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #114 holding.
  • BBJS Financial Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 2 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Carrier Global as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.