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Parisi Gray Wealth Management’s Carrier Global CARR Stock Holding History

Parisi Gray Wealth Management’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
Q3 		– Sell
-1,605
Closed -$78K – 195
2021
Q2 		$78K Buy
+1,605
New +$71.7K 0.03% 247

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parisi Gray Wealth Management's CARR Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Carrier Global (CARR) in Q3 2021, closing a stake of 1,605 shares — an estimated $78K sold.

Parisi Gray Wealth Management first reported a position in CARR in Q2 2021 and held it in 1 quarter. The position peaked at $78K in Q2 2021. 1,268 funds tracked by Wall St. Rank hold CARR as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Carrier Global position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 1,605 Carrier Global shares in Q3 2021, an estimated $78K.
  • Parisi Gray Wealth Management first reported a position in Carrier Global in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Carrier Global position peaked at $78K in Q2 2021.
  • 1,268 funds tracked by Wall St. Rank held Carrier Global as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.