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180 Wealth Advisors’s Carter's CRI Stock Holding History

180 Wealth Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,190
Closed -$275K – 372
2022
Q3 		$275K Sell
4,190
-107
-2% -$8.19K 0.08% 260
2022
Q2 		$304K Buy
+4,297
New +$346K 0.08% 255

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

180 Wealth Advisors's CRI Position: Q4 2022 in Review

180 Wealth Advisors sold out of Carter's (CRI) in Q4 2022, closing a stake of 4,190 shares — an estimated $275K sold.

180 Wealth Advisors first reported a position in CRI in Q2 2022 and held it in 2 quarters. The position peaked at $304K in Q2 2022. 309 funds tracked by Wall St. Rank hold CRI as of Q4 2022.

  • 180 Wealth Advisors reported no remaining Carter's position as of Q4 2022 after selling out during the quarter.
  • 180 Wealth Advisors sold 4,190 Carter's shares in Q4 2022, an estimated $275K.
  • 180 Wealth Advisors first reported a position in Carter's in Q2 2022 and held it in 2 quarters.
  • 180 Wealth Advisors's Carter's position peaked at $304K in Q2 2022.
  • 309 funds tracked by Wall St. Rank held Carter's as of Q4 2022.

Based on 180 Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.