CWP
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CFM Wealth Partners’s Carter's CRI Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-15
Closed -$1K – 224
2020
Q2 		$1K Sell
15
-533
-97% -$42.4K ﹤0.01% 481
2020
Q1 		$36K Sell
548
-175
-24% -$16.8K 0.02% 303
2019
Q4 		$79K Buy
+723
New +$73.2K 0.03% 229

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CFM Wealth Partners's CRI Position: Q3 2020 in Review

CFM Wealth Partners sold out of Carter's (CRI) in Q3 2020, closing a stake of 15 shares — an estimated $1K sold.

CFM Wealth Partners first reported a position in CRI in Q4 2019 and held it in 3 quarters. The position peaked at $79K in Q4 2019. 284 funds tracked by Wall St. Rank hold CRI as of Q3 2020.

  • CFM Wealth Partners reported no remaining Carter's position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 15 Carter's shares in Q3 2020, an estimated $1K.
  • CFM Wealth Partners first reported a position in Carter's in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Carter's position peaked at $79K in Q4 2019.
  • 284 funds tracked by Wall St. Rank held Carter's as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.