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FPFS
First Personal Financial Services’s
Carrier Global
CARR
Stock Holding History
First Personal Financial Services’s Portfolio
CARR Stock Details
CARR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
$16.1K
Hold
200
–
–
﹤0.01%
279
2024
Q2
$12.6K
Hold
200
–
–
﹤0.01%
262
2024
Q1
$11.6K
Hold
200
–
–
﹤0.01%
271
2023
Q4
$11.5K
Hold
200
–
–
﹤0.01%
297
2023
Q3
$11K
Hold
200
–
–
﹤0.01%
297
2023
Q2
$9.94K
Hold
200
–
–
﹤0.01%
311
2023
Q1
$9.15K
Hold
200
–
–
﹤0.01%
327
2022
Q4
$8.25K
Hold
200
–
–
﹤0.01%
340
2022
Q3
$7K
Sell
200
-180
-47%
-$7.09K
﹤0.01%
361
2022
Q2
$14K
Hold
380
–
–
﹤0.01%
254
2022
Q1
$17K
Sell
380
-453
-54%
-$21.3K
﹤0.01%
260
2021
Q4
$45K
Buy
833
+3
+0.4%
+$162
0.01%
203
2021
Q3
$43K
Hold
830
–
–
0.01%
202
2021
Q2
$40K
Hold
830
–
–
0.01%
211
2021
Q1
$35K
Sell
830
-53
-6%
-$2.06K
0.01%
210
2020
Q4
$33K
Buy
883
+53
+6%
+$1.92K
0.01%
211
2020
Q3
$25K
Sell
830
-650
-44%
-$18.4K
0.01%
224
2020
Q2
$33K
Buy
+1,480
New
+$27.5K
0.01%
211
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1-Year Est. Return
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$733B AUM
35.63%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
Fisher Asset Management
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$295B AUM
31.6%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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