Advisornet Financial’s Carter's CRI Stock Holding History

Advisornet Financial’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
2025 Q3	–	Sell	-79	Closed	-$2.38K	–	2261
2025 Q2	$2.38K	Buy	79 +20	+34%	+$678	﹤0.01%	1807
2025 Q1	$2.41K	Sell	59 -225	-79%	-$10.8K	﹤0.01%	1753
2024 Q4	$15.4K	Sell	284 -75	-21%	-$4.3K	﹤0.01%	1207
2024 Q3	$23.3K	Buy	359 +209	+139%	+$13.4K	﹤0.01%	1149
2024 Q2	$9.3K	Buy	150 +140	+1,400%	+$9.72K	﹤0.01%	1333
2024 Q1	$847	Sell	10 -1	-9%	-$79	﹤0.01%	1803
2023 Q4	$824	Buy	11 +5	+83%	+$347	﹤0.01%	1941
2023 Q3	$415	Sell	6 -3	-33%	-$214	﹤0.01%	2020
2023 Q2	$653	Sell	9 -2	-18%	-$135	﹤0.01%	1986
2023 Q1	$791	Buy	11 +2	+22%	+$153	﹤0.01%	1952
2022 Q4	$671	Buy	+9	New	+$645	﹤0.01%	1959
2019 Q3	–	Sell	-6	Closed	-$1K	–	1864
2019 Q2	$1K	Buy	+6	New	+$584	﹤0.01%	1571

Other funds holding CRI

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return