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Heritage Wealth Management (Arizona)’s Carrier Global CARR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$14.6K Buy
354
+177
+100% +$7.18K ﹤0.01% 725
2022
Q3 		$6K Buy
177
+12
+7% +$473 ﹤0.01% 726
2022
Q2 		$5.88K Hold
165
– – ﹤0.01% 748
2022
Q1 		$8K Buy
+165
New +$7.77K ﹤0.01% 734
2021
Q3 		$9K Hold
165
– – ﹤0.01% 662
2021
Q2 		$8K Hold
165
– – ﹤0.01% 683
2021
Q1 		$7K Buy
+165
New +$6.42K ﹤0.01% 603

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CARR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Carrier Global (CARR) stake by 100% in Q4 2022, buying an estimated $7.18K and bringing the position to 354 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Heritage Wealth Management (Arizona) first reported a position in CARR in Q1 2021 and has held it in 7 quarters since. 1,217 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 354 shares of Carrier Global worth $14.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 177 Carrier Global shares in Q4 2022, an estimated $7.18K.
  • Carrier Global made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #725 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Carrier Global in Q1 2021 and has held it in 7 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.