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Evolution Wealth Advisors’s Carrier Global CARR Stock Holding History

Evolution 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
2021
Q4 		– Sell
-112
Closed -$6K – 232
2021
Q3 		$6K Hold
112
– – ﹤0.01% 472
2021
Q2 		$5K Hold
112
– – ﹤0.01% 497
2021
Q1 		$5K Hold
112
– – ﹤0.01% 514
2020
Q4 		$4K Hold
112
– – ﹤0.01% 469
2020
Q3 		$3K Hold
112
– – ﹤0.01% 490
2020
Q2 		$2K Buy
+112
New +$2.08K ﹤0.01% 469

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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolution Wealth Advisors's CARR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Carrier Global (CARR) in Q4 2021, closing a stake of 112 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in CARR in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 1,345 funds tracked by Wall St. Rank hold CARR as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Carrier Global position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 112 Carrier Global shares in Q4 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Carrier Global in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's Carrier Global position peaked at $6K in Q3 2021.
  • 1,345 funds tracked by Wall St. Rank held Carrier Global as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.