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

Arkadios 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
2021
Q4 		– Sell
-473
Closed -$46K – 809
2021
Q3 		$46K Sell
473
-30
-6% -$3.03K 0.01% 897
2021
Q2 		$51K Sell
503
-139
-22% -$14.2K 0.01% 913
2021
Q1 		$57K Sell
642
-60
-9% -$5.55K 0.01% 654
2020
Q4 		$66K Buy
702
+330
+89% +$29K 0.01% 501
2020
Q3 		$30.2K Buy
372
+254
+215% +$21.1K 0.02% 510
2020
Q2 		$9.79K Hold
118
– – 0.01% 684
2020
Q1 		$7.76K Hold
118
– – ﹤0.01% 689
2019
Q4 		$13K Buy
+118
New +$11.9K 0.01% 535

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Arkadios Wealth Advisors's CRI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Carter's (CRI) in Q4 2021, closing a stake of 473 shares — an estimated $46K sold.

Arkadios Wealth Advisors first reported a position in CRI in Q4 2019 and held it in 8 quarters. The position peaked at $66K in Q4 2020. 301 funds tracked by Wall St. Rank hold CRI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Carter's position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 473 Carter's shares in Q4 2021, an estimated $46K.
  • Arkadios Wealth Advisors first reported a position in Carter's in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Carter's position peaked at $66K in Q4 2020.
  • 301 funds tracked by Wall St. Rank held Carter's as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.