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Kiely Wealth Advisory Group’s Carrier Global CARR Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$20.4K Hold
308
– – 0.01% 160
2024
Q3 		$23.3K Hold
308
– – 0.01% 153
2024
Q2 		$19.9K Buy
308
+108
+54% +$6.63K 0.01% 151
2024
Q1 		$12.4K Hold
200
– – 0.01% 154
2023
Q4 		$11.2K Buy
+200
New +$10.6K 0.01% 162

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kiely Wealth Advisory Group's CARR Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Carrier Global (CARR) position steady in Q4 2024 at 308 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #160.

Kiely Wealth Advisory Group first reported a position in CARR in Q4 2023 and has held it in 5 quarters since. The position peaked at $23.3K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Kiely Wealth Advisory Group held 308 shares of Carrier Global worth $20.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Carrier Global share count unchanged in Q4 2024.
  • Carrier Global made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #160 holding.
  • Kiely Wealth Advisory Group first reported a position in Carrier Global in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Carrier Global position peaked at $23.3K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.