Capital Performance Advisors’s Carter's CRI Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-426	Closed	-$27.7K	–	737
2024 Q3	$27.7K	Buy	+426	New	+$27.4K	0.01%	508

Other funds holding CRI

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Capital Performance Advisors's CRI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Carter's (CRI) in Q4 2024, closing a stake of 426 shares — an estimated $27.7K sold.

Capital Performance Advisors first reported a position in CRI in Q3 2024 and held it in 1 quarter. The position peaked at $27.7K in Q3 2024. 317 funds tracked by Wall St. Rank hold CRI as of Q4 2024.

Capital Performance Advisors reported no remaining Carter's position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 426 Carter's shares in Q4 2024, an estimated $27.7K.
Capital Performance Advisors first reported a position in Carter's in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Carter's position peaked at $27.7K in Q3 2024.
317 funds tracked by Wall St. Rank held Carter's as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.