AE Wealth Management’s Carter's CRI Stock Holding History

AE 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 Q1	–	Sell	-3,827	Closed	-$292K	–	1314
2023 Q4	$292K	Buy	+3,827	New	+$266K	﹤0.01%	1717

Other funds holding CRI

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

AE Wealth Management's CRI Position: Q1 2024 in Review

AE Wealth Management sold out of Carter's (CRI) in Q1 2024, closing a stake of 3,827 shares — an estimated $292K sold.

AE Wealth Management first reported a position in CRI in Q4 2023 and held it in 1 quarter. The position peaked at $292K in Q4 2023. 330 funds tracked by Wall St. Rank hold CRI as of Q1 2024.

AE Wealth Management reported no remaining Carter's position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 3,827 Carter's shares in Q1 2024, an estimated $292K.
AE Wealth Management first reported a position in Carter's in Q4 2023 and held it in 1 quarter.
AE Wealth Management's Carter's position peaked at $292K in Q4 2023.
330 funds tracked by Wall St. Rank held Carter's as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.