Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Carrier Global CARR Stock Holding History

Legacy Financial Group (Iowa)’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
-99
Closed -$5.46K – 97
2023
Q3 		$5.46K Buy
+99
New +$5.45K ﹤0.01% 378

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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Dodge & Cox
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Legacy Financial Group (Iowa)'s CARR Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Carrier Global (CARR) in Q4 2023, closing a stake of 99 shares — an estimated $5.46K sold.

Legacy Financial Group (Iowa) first reported a position in CARR in Q3 2023 and held it in 1 quarter. The position peaked at $5.46K in Q3 2023. 1,395 funds tracked by Wall St. Rank hold CARR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Carrier Global position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 99 Carrier Global shares in Q4 2023, an estimated $5.46K.
  • Legacy Financial Group (Iowa) first reported a position in Carrier Global in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Carrier Global position peaked at $5.46K in Q3 2023.
  • 1,395 funds tracked by Wall St. Rank held Carrier Global as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.