Castle Financial & Retirement Planning Associates’s Carrier Global CARR Stock Holding History

Castle Financial & Retirement Planning Associates’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	$0	Buy	+10	New	+$540	﹤0.01%	209

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Castle Financial & Retirement Planning Associates's CARR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Carrier Global (CARR) in Q4 2021: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #209 among its holdings.

1,345 funds tracked by Wall St. Rank hold CARR as of Q4 2021.

Castle Financial & Retirement Planning Associates held 10 shares of Carrier Global worth $0 as of Q4 2021.
Carrier Global was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Carrier Global made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #209 holding.
1,345 funds tracked by Wall St. Rank held Carrier Global as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.