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Destiny Wealth Partners’s Carrier Global CARR Stock Holding History

Destiny Wealth Partners’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
Q3 		– Sell
-540
Closed -$19K – 578
2022
Q2 		$19K Sell
540
-760
-58% -$29.8K ﹤0.01% 364
2022
Q1 		$60K Buy
+1,300
New +$61.2K 0.01% 296

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Destiny Wealth Partners's CARR Position: Q3 2022 in Review

Destiny Wealth Partners sold out of Carrier Global (CARR) in Q3 2022, closing a stake of 540 shares — an estimated $19K sold.

Destiny Wealth Partners first reported a position in CARR in Q1 2022 and held it in 2 quarters. The position peaked at $60K in Q1 2022. 1,153 funds tracked by Wall St. Rank hold CARR as of Q3 2022.

  • Destiny Wealth Partners reported no remaining Carrier Global position as of Q3 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 540 Carrier Global shares in Q3 2022, an estimated $19K.
  • Destiny Wealth Partners first reported a position in Carrier Global in Q1 2022 and held it in 2 quarters.
  • Destiny Wealth Partners's Carrier Global position peaked at $60K in Q1 2022.
  • 1,153 funds tracked by Wall St. Rank held Carrier Global as of Q3 2022.

Based on Destiny Wealth Partners's 13F filing for Q3 2022, filed 25 Oct 2022.