Allworth Financial’s Carter's CRI Stock Holding History

Allworth 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
2026 Q1	$20.7K	Buy	579 +192	+50%	+$6.98K	﹤0.01%	2980
2025 Q4	$12.6K	Sell	387 -230	-37%	-$7.18K	﹤0.01%	3112
2025 Q3	$17.4K	Buy	617 +305	+98%	+$8.75K	﹤0.01%	2789
2025 Q2	$9.4K	Sell	312 -411	-57%	-$13.9K	﹤0.01%	2919
2025 Q1	$27.6K	Buy	723 +548	+313%	+$26.4K	﹤0.01%	1876
2024 Q4	$9.56K	Sell	175 -130	-43%	-$7.45K	﹤0.01%	2454
2024 Q3	$19.8K	Sell	305 -21	-6%	-$1.35K	﹤0.01%	1918
2024 Q2	$20.5K	Buy	326 +301	+1,204%	+$20.9K	﹤0.01%	1869
2024 Q1	$2.12K	Sell	25 -2	-7%	-$159	﹤0.01%	2782
2023 Q4	$2.02K	Buy	27 +23	+575%	+$1.6K	﹤0.01%	2678
2023 Q3	$277	Sell	4 -25	-86%	-$1.79K	﹤0.01%	3186
2023 Q2	$2.07K	Buy	29 +5	+21%	+$338	﹤0.01%	2471
2023 Q1	$1.75K	Buy	24 +20	+500%	+$1.53K	﹤0.01%	2461
2022 Q4	$298	Hold	4	–	–	﹤0.01%	2729
2022 Q3	$0	Buy	4 +2	+100%	+$153	﹤0.01%	2730
2022 Q2	$0	Buy	+2	New	+$161	﹤0.01%	2464

Other funds holding CRI

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Allianz Asset Management

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

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return