AWA
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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 $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return