Wipfli Financial Advisors’s Carrier Global CARR Stock Holding History

Wipfli Financial 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 Q3	$216K	Buy	+6,061	New	+$239K	0.02%	423

Other funds holding CARR

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wipfli Financial Advisors's CARR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Carrier Global (CARR) in Q3 2022: 6,061 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings.

1,153 funds tracked by Wall St. Rank hold CARR as of Q3 2022.

Wipfli Financial Advisors held 6,061 shares of Carrier Global worth $216K as of Q3 2022.
Carrier Global was a new Wipfli Financial Advisors position in Q3 2022.
Carrier Global made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #423 holding.
1,153 funds tracked by Wall St. Rank held Carrier Global as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.