BDO Wealth Advisors’s Carrier Global CARR Stock Holding History

BDO 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
2023 Q2	$240K	Buy	4,838 +50	+1%	+$2.2K	0.03%	241
2023 Q1	$219K	Sell	4,788 -201	-4%	-$9K	0.03%	242
2022 Q4	$206K	Hold	4,989	–	–	0.03%	253
2022 Q3	$177K	Hold	4,989	–	–	0.02%	261
2022 Q2	$178K	Sell	4,989 -70	-1%	-$2.75K	0.02%	264
2022 Q1	$232K	Sell	5,059 -325	-6%	-$15.3K	0.02%	251
2021 Q4	$292K	Buy	5,384 +398	+8%	+$21.5K	0.03%	236
2021 Q3	$258K	Buy	4,986 +70	+1%	+$3.77K	0.03%	248
2021 Q2	$239K	Sell	4,916 -195	-4%	-$8.71K	0.03%	265
2021 Q1	$216K	Sell	5,111 -3,128	-38%	-$122K	0.03%	279
2020 Q4	$311K	Sell	8,239 -177	-2%	-$6.41K	0.04%	194
2020 Q3	$257K	Buy	8,416 +70	+0.8%	+$1.98K	0.04%	195
2020 Q2	$185K	Buy	+8,346	New	+$155K	0.03%	225

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

BDO Wealth Advisors's CARR Position: Q2 2023 in Review

BDO Wealth Advisors increased its Carrier Global (CARR) stake by 1% in Q2 2023, buying an estimated $2.2K and bringing the position to 4,838 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #241.

BDO Wealth Advisors first reported a position in CARR in Q2 2020 and has held it in 13 quarters since. The position peaked at $311K in Q4 2020. 1,259 funds tracked by Wall St. Rank hold CARR as of Q2 2023.

BDO Wealth Advisors held 4,838 shares of Carrier Global worth $240K as of Q2 2023.
BDO Wealth Advisors bought 50 Carrier Global shares in Q2 2023, an estimated $2.2K.
Carrier Global made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #241 holding.
BDO Wealth Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's Carrier Global position peaked at $311K in Q4 2020.
1,259 funds tracked by Wall St. Rank held Carrier Global as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.