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Wealthcare Capital Management’s Carrier Global CARR Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-16
Closed -$1K – 167
2021
Q1 		$1K Buy
+16
New +$622 ﹤0.01% 659

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BlackRock New York $5.72T AUM 30.48% 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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wealthcare Capital Management's CARR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Carrier Global (CARR) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in CARR in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 1,245 funds tracked by Wall St. Rank hold CARR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Carrier Global position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 16 Carrier Global shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Carrier Global in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Carrier Global position peaked at $1K in Q1 2021.
  • 1,245 funds tracked by Wall St. Rank held Carrier Global as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.