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Engrave Wealth Partners’s Carrier Global CARR Stock Holding History

Engrave 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
2020
Q3 		– Sell
-478
Closed -$10K – 108
2020
Q2 		$10K Buy
+478
New +$8.88K 0.01% 244

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DSA
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Engrave Wealth Partners's CARR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Carrier Global (CARR) in Q3 2020, closing a stake of 478 shares — an estimated $10K sold.

Engrave Wealth Partners first reported a position in CARR in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 1,087 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Carrier Global position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 478 Carrier Global shares in Q3 2020, an estimated $10K.
  • Engrave Wealth Partners first reported a position in Carrier Global in Q2 2020 and held it in 1 quarter.
  • Engrave Wealth Partners's Carrier Global position peaked at $10K in Q2 2020.
  • 1,087 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.