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CFS Investment Advisory Services’s Carrier Global CARR Stock Holding History

CFS Investment Advisory Services’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
Q4 		– Sell
-19,381
Closed -$1K – 140
2022
Q3 		$1K Buy
+19,381
New +$763K ﹤0.01% 177
2022
Q2 		– Sell
-20,045
Closed – – 254
2022
Q1 		$0 Buy
+20,045
New +$944K ﹤0.01% 431

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

CFS Investment Advisory Services's CARR Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Carrier Global (CARR) in Q4 2022, closing a stake of 19,381 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in CARR in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 1,217 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Carrier Global position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 19,381 Carrier Global shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in Carrier Global in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Carrier Global position peaked at $1K in Q3 2022.
  • 1,217 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.