WP
CARR icon

WealthPLAN Partners’s Carrier Global CARR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-631
Closed -$31.4K – 426
2023
Q2 		$31.4K Hold
631
– – ﹤0.01% 594
2023
Q1 		$28.9K Buy
+631
New +$28.2K ﹤0.01% 655

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 $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

WealthPLAN Partners's CARR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Carrier Global (CARR) in Q3 2023, closing a stake of 631 shares — an estimated $31.4K sold.

WealthPLAN Partners first reported a position in CARR in Q1 2023 and held it in 2 quarters. The position peaked at $31.4K in Q2 2023. 1,312 funds tracked by Wall St. Rank hold CARR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Carrier Global position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 631 Carrier Global shares in Q3 2023, an estimated $31.4K.
  • WealthPLAN Partners first reported a position in Carrier Global in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Carrier Global position peaked at $31.4K in Q2 2023.
  • 1,312 funds tracked by Wall St. Rank held Carrier Global as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.