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Coppell Advisory Solutions Corp’s Carter's CRI Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-466
Closed -$34.8K – 379
2022
Q4 		$34.8K Buy
+466
New +$33.4K 0.01% 412

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Coppell Advisory Solutions Corp's CRI Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Carter's (CRI) in Q1 2023, closing a stake of 466 shares — an estimated $34.8K sold.

Coppell Advisory Solutions Corp first reported a position in CRI in Q4 2022 and held it in 1 quarter. The position peaked at $34.8K in Q4 2022. 305 funds tracked by Wall St. Rank hold CRI as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Carter's position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 466 Carter's shares in Q1 2023, an estimated $34.8K.
  • Coppell Advisory Solutions Corp first reported a position in Carter's in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Carter's position peaked at $34.8K in Q4 2022.
  • 305 funds tracked by Wall St. Rank held Carter's as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.