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Impact Partnership Wealth’s Carrier Global CARR Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-635
Closed -$36.9K – 284
2024
Q1 		$36.9K Hold
635
– – 0.01% 345
2023
Q4 		$36.5K Buy
635
+575
+958% +$30.4K 0.01% 363
2023
Q3 		$3.31K Buy
+60
New +$3.3K ﹤0.01% 750

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Impact Partnership Wealth's CARR Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Carrier Global (CARR) in Q2 2024, closing a stake of 635 shares — an estimated $36.9K sold.

Impact Partnership Wealth first reported a position in CARR in Q3 2023 and held it in 3 quarters. The position peaked at $36.9K in Q1 2024. 1,448 funds tracked by Wall St. Rank hold CARR as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Carrier Global position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 635 Carrier Global shares in Q2 2024, an estimated $36.9K.
  • Impact Partnership Wealth first reported a position in Carrier Global in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Carrier Global position peaked at $36.9K in Q1 2024.
  • 1,448 funds tracked by Wall St. Rank held Carrier Global as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.