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Retirement Planning Company of New England’s Carrier Global CARR Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-836
Closed -$45K – 313
2021
Q4 		$45K Buy
+836
New +$45.1K 0.02% 425

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N
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Geode Capital Management
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Retirement Planning Company of New England's CARR Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Carrier Global (CARR) in Q1 2022, closing a stake of 836 shares — an estimated $45K sold.

Retirement Planning Company of New England first reported a position in CARR in Q4 2021 and held it in 1 quarter. The position peaked at $45K in Q4 2021. 1,263 funds tracked by Wall St. Rank hold CARR as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Carrier Global position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 836 Carrier Global shares in Q1 2022, an estimated $45K.
  • Retirement Planning Company of New England first reported a position in Carrier Global in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Carrier Global position peaked at $45K in Q4 2021.
  • 1,263 funds tracked by Wall St. Rank held Carrier Global as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.