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Clearview Wealth Advisors’s Carrier Global CARR Stock Holding History

Clearview 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
2022
Q1 		– Sell
-200
Closed -$11K – 617
2021
Q4 		$11K Sell
200
-200
-50% -$10.8K 0.01% 391
2021
Q3 		$21K Hold
400
– – 0.01% 325
2021
Q2 		$19K Hold
400
– – 0.01% 346
2021
Q1 		$17K Hold
400
– – 0.01% 349
2020
Q4 		$15K Buy
+400
New +$14.5K 0.01% 326

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Clearview Wealth Advisors's CARR Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Carrier Global (CARR) in Q1 2022, closing a stake of 200 shares — an estimated $11K sold.

Clearview Wealth Advisors first reported a position in CARR in Q4 2020 and held it in 5 quarters. The position peaked at $21K in Q3 2021. 1,262 funds tracked by Wall St. Rank hold CARR as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Carrier Global position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 200 Carrier Global shares in Q1 2022, an estimated $11K.
  • Clearview Wealth Advisors first reported a position in Carrier Global in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's Carrier Global position peaked at $21K in Q3 2021.
  • 1,262 funds tracked by Wall St. Rank held Carrier Global as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.