Wealthstreet Investment Advisors’s Carrier Global CARR Stock Holding History

Wealthstreet Investment Advisors’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
2022 Q1	$2K	Hold	38	–	–	0.05%	69
2021 Q4	$2K	Hold	38	–	–	0.05%	70
2021 Q3	$2K	Hold	38	–	–	0.06%	69
2021 Q2	$2K	Sell	38 -10,500	-100%	-$469K	0.01%	94
2021 Q1	$445K	Sell	10,538 -900	-8%	-$35K	0.04%	259
2020 Q4	$431K	Sell	11,438 -265	-2%	-$9.59K	0.04%	256
2020 Q3	$357K	Sell	11,703 -1,248	-10%	-$35.3K	0.04%	261
2020 Q2	$288K	Buy	+12,951	New	+$241K	0.04%	278

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wealthstreet Investment Advisors's CARR Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Carrier Global (CARR) position steady in Q1 2022 at 38 shares worth $2K. The position accounts for 0.05% of the portfolio, ranked #69.

Wealthstreet Investment Advisors first reported a position in CARR in Q2 2020 and has held it in 8 quarters since. The position peaked at $445K in Q1 2021. 1,260 funds tracked by Wall St. Rank hold CARR as of Q1 2022.

Wealthstreet Investment Advisors held 38 shares of Carrier Global worth $2K as of Q1 2022.
Wealthstreet Investment Advisors left its Carrier Global share count unchanged in Q1 2022.
Carrier Global made up 0.05% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #69 holding.
Wealthstreet Investment Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 8 quarters since.
Wealthstreet Investment Advisors's Carrier Global position peaked at $445K in Q1 2021.
1,260 funds tracked by Wall St. Rank held Carrier Global as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.