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WealthShield Partners’s Carrier Global CARR Stock Holding History

WealthShield 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
2021
Q2 		– Sell
-700
Closed -$30K – 815
2021
Q1 		$30K Buy
+700
New +$27.2K 0.01% 572

Other funds holding CARR

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BlackRock
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

WealthShield Partners's CARR Position: Q2 2021 in Review

WealthShield Partners sold out of Carrier Global (CARR) in Q2 2021, closing a stake of 700 shares — an estimated $30K sold.

WealthShield Partners first reported a position in CARR in Q1 2021 and held it in 1 quarter. The position peaked at $30K in Q1 2021. 1,245 funds tracked by Wall St. Rank hold CARR as of Q2 2021.

  • WealthShield Partners reported no remaining Carrier Global position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 700 Carrier Global shares in Q2 2021, an estimated $30K.
  • WealthShield Partners first reported a position in Carrier Global in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Carrier Global position peaked at $30K in Q1 2021.
  • 1,245 funds tracked by Wall St. Rank held Carrier Global as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.