First Allied Advisory Services’s Carrier Global CARR Stock Holding History

First Allied Advisory Services’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	$397K	Buy	13,011 +866	+7%	+$24.5K	0.01%	792
2020 Q2	$270K	Buy	+12,145	New	+$226K	0.01%	880

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

First Allied Advisory Services's CARR Position: Q3 2020 in Review

First Allied Advisory Services increased its Carrier Global (CARR) stake by 7.1% in Q3 2020, buying an estimated $24.5K and bringing the position to 13,011 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #792.

First Allied Advisory Services first reported a position in CARR in Q2 2020 and has held it in 2 quarters since. 1,087 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

First Allied Advisory Services held 13,011 shares of Carrier Global worth $397K as of Q3 2020.
First Allied Advisory Services bought 866 Carrier Global shares in Q3 2020, an estimated $24.5K.
Carrier Global made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #792 holding.
First Allied Advisory Services first reported a position in Carrier Global in Q2 2020 and has held it in 2 quarters since.
1,087 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.