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Phoenix Wealth Advisors’s Carrier Global CARR Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-200
Closed -$10K – 157
2021
Q3 		$10K Hold
200
– – 0.01% 305
2021
Q2 		$10K Hold
200
– – 0.01% 297
2021
Q1 		$8K Hold
200
– – 0.01% 303
2020
Q4 		$8K Buy
+200
New +$7.24K 0.01% 302

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's CARR Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Carrier Global (CARR) in Q4 2021, closing a stake of 200 shares — an estimated $10K sold.

Phoenix Wealth Advisors first reported a position in CARR in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 1,344 funds tracked by Wall St. Rank hold CARR as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Carrier Global position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 200 Carrier Global shares in Q4 2021, an estimated $10K.
  • Phoenix Wealth Advisors first reported a position in Carrier Global in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Carrier Global position peaked at $10K in Q3 2021.
  • 1,344 funds tracked by Wall St. Rank held Carrier Global as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.