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TCI Wealth Advisors’s Carrier Global CARR Stock Holding History

TCI 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
2024
Q4 		– Sell
-2,564
Closed -$206K – 233
2024
Q3 		$206K Buy
+2,564
New +$179K 0.02% 229
2023
Q2 		– Sell
-1,702
Closed -$77.9K – 522
2023
Q1 		$77.9K Buy
1,702
+458
+37% +$20.5K 0.01% 324
2022
Q4 		$51.3K Buy
1,244
+21
+2% +$852 0.01% 404
2022
Q3 		$43K Buy
1,223
+26
+2% +$1.02K 0.01% 403
2022
Q2 		$43K Sell
1,197
-332
-22% -$13K 0.01% 410
2022
Q1 		$70K Sell
1,529
-281
-16% -$13.2K 0.01% 323
2021
Q4 		$98K Buy
1,810
+89
+5% +$4.8K 0.01% 270
2021
Q3 		$89K Buy
1,721
+84
+5% +$4.52K 0.01% 310
2021
Q2 		$80K Buy
1,637
+61
+4% +$2.73K 0.01% 314
2021
Q1 		$67K Buy
1,576
+396
+34% +$15.4K 0.03% 305
2020
Q4 		$45K Sell
1,180
-771
-40% -$27.9K 0.02% 349
2020
Q3 		$60K Buy
1,951
+16
+0.8% +$453 0.02% 282
2020
Q2 		$43K Buy
+1,935
New +$36K 0.02% 330

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TCI Wealth Advisors's CARR Position: Q4 2024 in Review

TCI Wealth Advisors sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,564 shares — an estimated $206K sold.

TCI Wealth Advisors first reported a position in CARR in Q2 2020 and held it in 13 quarters. The position peaked at $206K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • TCI Wealth Advisors reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,564 Carrier Global shares in Q4 2024, an estimated $206K.
  • TCI Wealth Advisors first reported a position in Carrier Global in Q2 2020 and held it in 13 quarters.
  • TCI Wealth Advisors's Carrier Global position peaked at $206K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on TCI Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.