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Wealthspire Advisors (Maryland)’s Carrier Global CARR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$239K Sell
7,815
-2,072
-21% -$58.6K 0.01% 403
2020
Q2 		$220K Buy
+9,887
New +$184K 0.02% 400

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CARR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Carrier Global (CARR) stake by 21% in Q3 2020, selling an estimated $58.6K and leaving 7,815 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #403.

Wealthspire Advisors (Maryland) first reported a position in CARR in Q2 2020 and has held it in 2 quarters since. 1,088 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,815 shares of Carrier Global worth $239K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,072 Carrier Global shares in Q3 2020, an estimated $58.6K.
  • Carrier Global made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #403 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Carrier Global in Q2 2020 and has held it in 2 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.