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IAG Wealth Partners’s Carrier Global CARR Stock Holding History

IAG Wealth Partners’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
2023
Q4 		– Sell
-272
Closed -$15K – 433
2023
Q3 		$15K Hold
272
– – ﹤0.01% 254
2023
Q2 		$13.5K Hold
272
– – ﹤0.01% 276
2023
Q1 		$12.4K Buy
+272
New +$12.2K ﹤0.01% 279
2022
Q4 		– Sell
-13
Closed – – 445
2022
Q3 		$0 Buy
+13
New +$512 ﹤0.01% 441
2021
Q4 		– Sell
-91
Closed -$5K – 404
2021
Q3 		$5K Hold
91
– – ﹤0.01% 324
2021
Q2 		$5K Sell
91
-47
-34% -$2.1K ﹤0.01% 313
2021
Q1 		$6K Hold
138
– – ﹤0.01% 299
2020
Q4 		$6K Buy
138
+47
+52% +$1.7K ﹤0.01% 289
2020
Q3 		$3K Hold
91
– – ﹤0.01% 301
2020
Q2 		$3K Buy
+91
New +$1.69K ﹤0.01% 309

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return