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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

IAG Wealth Partners's CARR Position: Q4 2023 in Review

IAG Wealth Partners sold out of Carrier Global (CARR) in Q4 2023, closing a stake of 272 shares — an estimated $15K sold.

IAG Wealth Partners first reported a position in CARR in Q2 2020 and held it in 10 quarters. The position peaked at $15K in Q3 2023. 1,396 funds tracked by Wall St. Rank hold CARR as of Q4 2023.

IAG Wealth Partners reported no remaining Carrier Global position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 272 Carrier Global shares in Q4 2023, an estimated $15K.
IAG Wealth Partners first reported a position in Carrier Global in Q2 2020 and held it in 10 quarters.
IAG Wealth Partners's Carrier Global position peaked at $15K in Q3 2023.
1,396 funds tracked by Wall St. Rank held Carrier Global as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.