CX Institutional’s Carter's CRI Stock Holding History

CX Institutional’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 Q2	$3K	Buy	75 +1	+1%	+$38	﹤0.01%	1416
2026 Q1	$3K	Sell	74 -66	-47%	-$2.4K	﹤0.01%	1397
2025 Q4	$5K	Sell	140 -563	-80%	-$17.6K	﹤0.01%	1264
2025 Q3	$20K	Sell	703 -133,516	-99%	-$3.83M	﹤0.01%	1097
2025 Q2	$4.04M	Buy	134,219 +72,573	+118%	+$2.46M	0.14%	151
2025 Q1	$2.52M	Buy	+61,646	New	+$2.96M	0.1%	173

Other funds holding CRI

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return