Ten Capital Wealth Advisors’s Carrier Global CARR Stock Holding History

Ten Capital 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
2023 Q2	–	Sell	-84	Closed	-$3.84K	–	232
2023 Q1	$3.84K	Buy	84 +47	+127%	+$2.1K	﹤0.01%	436
2022 Q4	$1.53K	Sell	37 -18	-33%	-$730	﹤0.01%	456
2022 Q3	$2K	Sell	55 -60	-52%	-$2.36K	﹤0.01%	478
2022 Q2	$4K	Hold	115	–	–	﹤0.01%	342
2022 Q1	$5K	Sell	115 -195	-63%	-$9.18K	﹤0.01%	362
2021 Q4	$17K	Hold	310	–	–	0.01%	241
2021 Q3	$16K	Sell	310 -10	-3%	-$538	0.01%	222
2021 Q2	$16K	Buy	320 +251	+364%	+$11.2K	﹤0.01%	263
2021 Q1	$2K	Hold	69	–	–	﹤0.01%	317
2020 Q4	$3K	Buy	+69	New	+$2.5K	﹤0.01%	316

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Ten Capital Wealth Advisors's CARR Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Carrier Global (CARR) in Q2 2023, closing a stake of 84 shares — an estimated $3.84K sold.

Ten Capital Wealth Advisors first reported a position in CARR in Q4 2020 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold CARR as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Carrier Global position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 84 Carrier Global shares in Q2 2023, an estimated $3.84K.
Ten Capital Wealth Advisors first reported a position in Carrier Global in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Carrier Global position peaked at $17K in Q4 2021.
1,258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.