WR Wealth Planners’s Carrier Global CARR Stock Holding History

WR Wealth Planners’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
2024 Q4	$19.9K	Buy	292 +49	+20%	+$3.7K	0.01%	460
2024 Q3	$19.6K	Hold	243	–	–	0.01%	488
2024 Q2	$15.3K	Buy	243 +11	+5%	+$675	﹤0.01%	499
2024 Q1	$13.5K	Buy	+232	New	+$13K	﹤0.01%	533
2023 Q4	–	Sell	-200	Closed	-$11K	–	274
2023 Q3	$11K	Hold	200	–	–	﹤0.01%	535
2023 Q2	$9.94K	Sell	200 -13	-6%	-$572	﹤0.01%	580
2023 Q1	$9.74K	Buy	213 +13	+7%	+$582	﹤0.01%	562
2022 Q4	$8.25K	Hold	200	–	–	0.01%	284
2022 Q3	$7.11K	Hold	200	–	–	0.01%	288
2022 Q2	$7.13K	Hold	200	–	–	﹤0.01%	314
2022 Q1	$9.17K	Buy	+200	New	+$9.42K	0.01%	310

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 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

WR Wealth Planners's CARR Position: Q4 2024 in Review

WR Wealth Planners increased its Carrier Global (CARR) stake by 20% in Q4 2024, buying an estimated $3.7K and bringing the position to 292 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #460.

WR Wealth Planners first reported a position in CARR in Q1 2022 and has held it in 11 quarters since. 1,557 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

WR Wealth Planners held 292 shares of Carrier Global worth $19.9K as of Q4 2024.
WR Wealth Planners bought 49 Carrier Global shares in Q4 2024, an estimated $3.7K.
Carrier Global made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #460 holding.
WR Wealth Planners first reported a position in Carrier Global in Q1 2022 and has held it in 11 quarters since.
1,557 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.