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Dixon Hughes Goodman Wealth Advisors’s Carrier Global CARR Stock Holding History

Dixon Hughes Goodman 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 		$214K Buy
4,669
+377
+9% +$17.8K 0.06% 163
2021
Q4 		$233K Buy
+4,292
New +$232K 0.08% 136

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

Dixon Hughes Goodman Wealth Advisors's CARR Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Carrier Global (CARR) stake by 8.8% in Q1 2022, buying an estimated $17.8K and bringing the position to 4,669 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #163.

Dixon Hughes Goodman Wealth Advisors first reported a position in CARR in Q4 2021 and has held it in 2 quarters since. The position peaked at $233K in Q4 2021. 1,262 funds tracked by Wall St. Rank hold CARR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 4,669 shares of Carrier Global worth $214K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 377 Carrier Global shares in Q1 2022, an estimated $17.8K.
  • Carrier Global made up 0.06% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #163 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Carrier Global in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Carrier Global position peaked at $233K in Q4 2021.
  • 1,262 funds tracked by Wall St. Rank held Carrier Global as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.