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Meridian Wealth Partners’s Carrier Global CARR Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-1,556
Closed -$65K – 281
2021
Q1 		$65K Buy
1,556
+267
+21% +$10.4K 0.02% 135
2020
Q4 		$49K Hold
1,289
– – 0.02% 140
2020
Q3 		$39K Hold
1,289
– – 0.02% 146
2020
Q2 		$29K Buy
+1,289
New +$24K 0.02% 164

Other funds holding CARR

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Meridian Wealth Partners's CARR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Carrier Global (CARR) in Q2 2021, closing a stake of 1,556 shares — an estimated $65K sold.

Meridian Wealth Partners first reported a position in CARR in Q2 2020 and held it in 4 quarters. The position peaked at $65K in Q1 2021. 1,245 funds tracked by Wall St. Rank hold CARR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Carrier Global position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,556 Carrier Global shares in Q2 2021, an estimated $65K.
  • Meridian Wealth Partners first reported a position in Carrier Global in Q2 2020 and held it in 4 quarters.
  • Meridian Wealth Partners's Carrier Global position peaked at $65K in Q1 2021.
  • 1,245 funds tracked by Wall St. Rank held Carrier Global as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.