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Independent Wealth Network’s Carrier Global CARR Stock Holding History

Independent Wealth Network’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
-3,510
Closed -$204K – 218
2024
Q1 		$204K Sell
3,510
-398
-10% -$22.4K 0.1% 204
2023
Q4 		$225K Sell
3,908
-170
-4% -$8.99K 0.12% 185
2023
Q3 		$225K Buy
4,078
+45
+1% +$2.48K 0.14% 171
2023
Q2 		$200K Buy
+4,033
New +$177K 0.12% 192
2022
Q2 		– Sell
-4,364
Closed -$200K – 192
2022
Q1 		$200K Buy
4,364
+240
+6% +$11.3K 0.13% 186
2021
Q4 		$224K Sell
4,124
-10
-0.2% -$540 0.14% 178
2021
Q3 		$215K Buy
+4,134
New +$222K 0.14% 180

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

Independent Wealth Network's CARR Position: Q2 2024 in Review

Independent Wealth Network sold out of Carrier Global (CARR) in Q2 2024, closing a stake of 3,510 shares — an estimated $204K sold.

Independent Wealth Network first reported a position in CARR in Q3 2021 and held it in 7 quarters. The position peaked at $225K in Q3 2023. 1,448 funds tracked by Wall St. Rank hold CARR as of Q2 2024.

  • Independent Wealth Network reported no remaining Carrier Global position as of Q2 2024 after selling out during the quarter.
  • Independent Wealth Network sold 3,510 Carrier Global shares in Q2 2024, an estimated $204K.
  • Independent Wealth Network first reported a position in Carrier Global in Q3 2021 and held it in 7 quarters.
  • Independent Wealth Network's Carrier Global position peaked at $225K in Q3 2023.
  • 1,448 funds tracked by Wall St. Rank held Carrier Global as of Q2 2024.

Based on Independent Wealth Network's 13F filing for Q2 2024, filed 18 Jul 2024.