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CLA (CliftonLarsonAllen) Wealth Advisors’s Carrier Global CARR Stock Holding History

CLA (CliftonLarsonAllen) 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
2026
Q1 		$986K Buy
+17,508
New +$1.04M 0.01% 180
2021
Q4 		– Sell
-7,008
Closed -$363K – 190
2021
Q3 		$363K Sell
7,008
-772
-10% -$41.5K 0.01% 258
2021
Q2 		$378K Buy
+7,780
New +$348K 0.02% 258
2021
Q1 		– Sell
-11,672
Closed -$440K – 166
2020
Q4 		$440K Buy
+11,672
New +$423K 0.02% 149
2020
Q3 		– Sell
-19,749
Closed -$439K – 156
2020
Q2 		$439K Buy
+19,749
New +$367K 0.03% 143

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return