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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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return