Global Wealth Management Investment Advisory’s Carrier Global CARR Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-1,450	Closed	-$83.3K	–	185
2023 Q4	$83.3K	Hold	1,450	–	–	0.02%	157
2023 Q3	$80K	Buy	1,450 +200	+16%	+$11K	0.02%	166
2023 Q2	$62.1K	Buy	+1,250	New	+$55K	0.02%	185
2022 Q3	–	Sell	-650	Closed	-$23K	–	188
2022 Q2	$23K	Hold	650	–	–	0.01%	229
2022 Q1	$30K	Sell	650 -500	-43%	-$23.5K	0.01%	225
2021 Q4	$62K	Hold	1,150	–	–	0.02%	180
2021 Q3	$60K	Hold	1,150	–	–	0.02%	193
2021 Q2	$56K	Buy	1,150 +1,000	+667%	+$44.7K	0.02%	194
2021 Q1	$6K	Hold	150	–	–	﹤0.01%	341
2020 Q4	$6K	Sell	150 -61	-29%	-$2.21K	﹤0.01%	317
2020 Q3	$6K	Sell	211 -1,150	-84%	-$32.5K	﹤0.01%	314
2020 Q2	$30K	Buy	+1,361	New	+$25.3K	0.01%	235

Other funds holding CARR

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's CARR Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Carrier Global (CARR) in Q1 2024, closing a stake of 1,450 shares — an estimated $83.3K sold.

Global Wealth Management Investment Advisory first reported a position in CARR in Q2 2020 and held it in 12 quarters. The position peaked at $83.3K in Q4 2023. 1,414 funds tracked by Wall St. Rank hold CARR as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Carrier Global position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,450 Carrier Global shares in Q1 2024, an estimated $83.3K.
Global Wealth Management Investment Advisory first reported a position in Carrier Global in Q2 2020 and held it in 12 quarters.
Global Wealth Management Investment Advisory's Carrier Global position peaked at $83.3K in Q4 2023.
1,414 funds tracked by Wall St. Rank held Carrier Global as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.