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Paces Ferry Wealth Advisors’s Carrier Global CARR Stock Holding History

Paces Ferry 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
Q4 		– Sell
-3,047
Closed -$93K – 272
2020
Q3 		$93K Buy
+3,047
New +$86.2K 0.08% 166

Other funds holding CARR

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paces Ferry Wealth Advisors's CARR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Carrier Global (CARR) in Q4 2020, closing a stake of 3,047 shares — an estimated $93K sold.

Paces Ferry Wealth Advisors first reported a position in CARR in Q3 2020 and held it in 1 quarter. The position peaked at $93K in Q3 2020. 1,222 funds tracked by Wall St. Rank hold CARR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Carrier Global position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 3,047 Carrier Global shares in Q4 2020, an estimated $93K.
  • Paces Ferry Wealth Advisors first reported a position in Carrier Global in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Carrier Global position peaked at $93K in Q3 2020.
  • 1,222 funds tracked by Wall St. Rank held Carrier Global as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.