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Abich Financial Wealth Management’s Carter's CRI Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		$21.3K Sell
328
-530
-62% -$34K 0.05% 153
2024
Q2 		$53.2K Buy
858
+346
+68% +$24K 0.04% 156
2024
Q1 		$43.4K Buy
512
+127
+33% +$10.1K 0.03% 156
2023
Q4 		$28.8K Buy
+385
New +$26.7K 0.03% 156

Other funds holding CRI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abich Financial Wealth Management's CRI Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Carter's (CRI) stake by 62% in Q3 2024, selling an estimated $34K and leaving 328 shares worth $21.3K. The position accounts for 0.05% of the portfolio, ranked #153.

Abich Financial Wealth Management first reported a position in CRI in Q4 2023 and has held it in 4 quarters since. The position peaked at $53.2K in Q2 2024. 329 funds tracked by Wall St. Rank hold CRI as of Q3 2024.

  • Abich Financial Wealth Management held 328 shares of Carter's worth $21.3K as of Q3 2024.
  • Abich Financial Wealth Management sold 530 Carter's shares in Q3 2024, an estimated $34K.
  • Carter's made up 0.05% of Abich Financial Wealth Management's portfolio in Q3 2024, its #153 holding.
  • Abich Financial Wealth Management first reported a position in Carter's in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Carter's position peaked at $53.2K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held Carter's as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.