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Financial Network Wealth Advisors’s Carrier Global CARR Stock Holding History

Financial Network 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
2024
Q4 		– Sell
-16
Closed -$1.29K – 537
2024
Q3 		$1.29K Buy
16
+12
+300% +$836 ﹤0.01% 717
2024
Q2 		$252 Buy
+4
New +$246 ﹤0.01% 905

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 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Financial Network Wealth Advisors's CARR Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 16 shares — an estimated $1.29K sold.

Financial Network Wealth Advisors first reported a position in CARR in Q2 2024 and held it in 2 quarters. The position peaked at $1.29K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 16 Carrier Global shares in Q4 2024, an estimated $1.29K.
  • Financial Network Wealth Advisors first reported a position in Carrier Global in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Carrier Global position peaked at $1.29K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.