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MFA Wealth Advisors’s Carrier Global CARR Stock Holding History

MFA Wealth Advisors’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
2020
Q3 		– Sell
-89
Closed -$1.98K – 61
2020
Q2 		$1.98K Buy
+89
New +$1.65K ﹤0.01% 229

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

MFA Wealth Advisors's CARR Position: Q3 2020 in Review

MFA Wealth Advisors sold out of Carrier Global (CARR) in Q3 2020, closing a stake of 89 shares — an estimated $1.98K sold.

MFA Wealth Advisors first reported a position in CARR in Q2 2020 and held it in 1 quarter. The position peaked at $1.98K in Q2 2020. 1,087 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

  • MFA Wealth Advisors reported no remaining Carrier Global position as of Q3 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 89 Carrier Global shares in Q3 2020, an estimated $1.98K.
  • MFA Wealth Advisors first reported a position in Carrier Global in Q2 2020 and held it in 1 quarter.
  • MFA Wealth Advisors's Carrier Global position peaked at $1.98K in Q2 2020.
  • 1,087 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.