TFO Wealth Partners’s Carrier Global CARR Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-18	Closed	-$1.05K	–	171
2024 Q1	$1.05K	Hold	18	–	–	﹤0.01%	159
2023 Q4	$1.03K	Hold	18	–	–	﹤0.01%	194
2023 Q3	$895	Hold	18	–	–	﹤0.01%	310
2023 Q2	$895	Hold	18	–	–	﹤0.01%	214
2023 Q1	$824	Buy	18 +7	+64%	+$313	﹤0.01%	186
2022 Q4	$846	Buy	+11	New	+$446	﹤0.01%	396
2021 Q4	–	Sell	-153	Closed	-$8K	–	142
2021 Q3	$8K	Buy	+153	New	+$8.23K	﹤0.01%	97
2021 Q2	–	Sell	-100	Closed	-$4K	–	117
2021 Q1	$4K	Buy	+100	New	+$3.89K	﹤0.01%	151
2020 Q4	–	Sell	-25	Closed	-$1K	–	90
2020 Q3	$1K	Buy	+25	New	+$707	﹤0.01%	142

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TFO Wealth Partners's CARR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Carrier Global (CARR) in Q2 2024, closing a stake of 18 shares — an estimated $1.05K sold.

TFO Wealth Partners first reported a position in CARR in Q3 2020 and held it in 9 quarters. The position peaked at $8K in Q3 2021. 1,450 funds tracked by Wall St. Rank hold CARR as of Q2 2024.

TFO Wealth Partners reported no remaining Carrier Global position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 18 Carrier Global shares in Q2 2024, an estimated $1.05K.
TFO Wealth Partners first reported a position in Carrier Global in Q3 2020 and held it in 9 quarters.
TFO Wealth Partners's Carrier Global position peaked at $8K in Q3 2021.
1,450 funds tracked by Wall St. Rank held Carrier Global as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.