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Clearstead Advisors’s Carter's CRI Stock Holding History

Clearstead 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
2026
Q1 		– Sell
-2
Closed -$65 – 2382
2025
Q4 		$65 Sell
2
-125
-98% -$3.9K ﹤0.01% 2576
2025
Q3 		$3.58K Buy
+127
New +$3.64K ﹤0.01% 2281
2025
Q2 		– Sell
-28
Closed -$1.15K – 2764
2025
Q1 		$1.15K Buy
+28
New +$1.35K ﹤0.01% 1976
2023
Q4 		– Sell
-68
Closed -$4.7K – 1548
2023
Q3 		$4.7K Buy
+68
New +$4.86K ﹤0.01% 1253
2021
Q1 		– Sell
-37
Closed -$3K – 1129
2020
Q4 		$3K Hold
37
– – ﹤0.01% 846
2020
Q3 		$3K Sell
37
-580
-94% -$48.3K ﹤0.01% 782
2020
Q2 		$50K Buy
617
+324
+111% +$25.8K 0.01% 427
2020
Q1 		$19K Buy
+293
New +$28.2K ﹤0.01% 505

Other funds holding CRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return