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Gerber Kawasaki Wealth & Investment Management’s Carrier Global CARR Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-1,023
Closed -$52K – 412
2021
Q3 		$52K Buy
+1,023
New +$55.1K 0.01% 321

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CARR Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Carrier Global (CARR) in Q4 2021, closing a stake of 1,023 shares — an estimated $52K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CARR in Q3 2021 and held it in 1 quarter. The position peaked at $52K in Q3 2021. 1,345 funds tracked by Wall St. Rank hold CARR as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Carrier Global position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,023 Carrier Global shares in Q4 2021, an estimated $52K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Carrier Global in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Carrier Global position peaked at $52K in Q3 2021.
  • 1,345 funds tracked by Wall St. Rank held Carrier Global as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.