RVW Wealth’s Carrier Global CARR Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-1,143	Closed	-$63.1K	–	181
2023 Q3	$63.1K	Buy	+1,143	New	+$62.9K	0.01%	208

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

RVW Wealth's CARR Position: Q4 2023 in Review

RVW Wealth sold out of Carrier Global (CARR) in Q4 2023, closing a stake of 1,143 shares — an estimated $63.1K sold.

RVW Wealth first reported a position in CARR in Q3 2023 and held it in 1 quarter. The position peaked at $63.1K in Q3 2023. 1,395 funds tracked by Wall St. Rank hold CARR as of Q4 2023.

RVW Wealth reported no remaining Carrier Global position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 1,143 Carrier Global shares in Q4 2023, an estimated $63.1K.
RVW Wealth first reported a position in Carrier Global in Q3 2023 and held it in 1 quarter.
RVW Wealth's Carrier Global position peaked at $63.1K in Q3 2023.
1,395 funds tracked by Wall St. Rank held Carrier Global as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.