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Professional Financial Advisors’s Carrier Global CARR Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-217
Closed -$8K – 132
2022
Q3 		$8K Hold
217
– – ﹤0.01% 305
2022
Q2 		$8K Hold
217
– – ﹤0.01% 314
2022
Q1 		$10K Hold
217
– – ﹤0.01% 307
2021
Q4 		$12K Hold
217
– – 0.01% 294
2021
Q3 		$11K Hold
217
– – 0.01% 252
2021
Q2 		$11K Buy
+217
New +$9.7K 0.01% 261

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Professional Financial Advisors's CARR Position: Q4 2022 in Review

Professional Financial Advisors sold out of Carrier Global (CARR) in Q4 2022, closing a stake of 217 shares — an estimated $8K sold.

Professional Financial Advisors first reported a position in CARR in Q2 2021 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

  • Professional Financial Advisors reported no remaining Carrier Global position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 217 Carrier Global shares in Q4 2022, an estimated $8K.
  • Professional Financial Advisors first reported a position in Carrier Global in Q2 2021 and held it in 6 quarters.
  • Professional Financial Advisors's Carrier Global position peaked at $12K in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.