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

Ironwood 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 		– Sell
-2,631
Closed -$94K – 50
2022
Q3 		$94K Hold
2,631
– – 0.04% 37
2022
Q2 		$94K Hold
2,631
– – 0.04% 37
2022
Q1 		$121K Hold
2,631
– – 0.05% 37
2021
Q4 		$143K Hold
2,631
– – 0.06% 32
2021
Q3 		$136K Hold
2,631
– – 0.06% 33
2021
Q2 		$128K Hold
2,631
– – 0.07% 33
2021
Q1 		$111K Hold
2,631
– – 0.07% 30
2020
Q4 		$99K Buy
+2,631
New +$95.2K 0.06% 30

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

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

Ironwood Wealth Management (Arizona) sold out of Carrier Global (CARR) in Q4 2022, closing a stake of 2,631 shares — an estimated $94K sold.

Ironwood Wealth Management (Arizona) first reported a position in CARR in Q4 2020 and held it in 8 quarters. The position peaked at $143K in Q4 2021. 1,218 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

  • Ironwood Wealth Management (Arizona) reported no remaining Carrier Global position as of Q4 2022 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 2,631 Carrier Global shares in Q4 2022, an estimated $94K.
  • Ironwood Wealth Management (Arizona) first reported a position in Carrier Global in Q4 2020 and held it in 8 quarters.
  • Ironwood Wealth Management (Arizona)'s Carrier Global position peaked at $143K in Q4 2021.
  • 1,218 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 14 Feb 2023.