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Fortitude Advisory Group’s Carter's CRI Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-349
Closed -$32K – 430
2022
Q1 		$32K Hold
349
– – 0.02% 666
2021
Q4 		$35K Buy
+349
New +$35.6K 0.02% 647

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fortitude Advisory Group's CRI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Carter's (CRI) in Q2 2022, closing a stake of 349 shares — an estimated $32K sold.

Fortitude Advisory Group first reported a position in CRI in Q4 2021 and held it in 2 quarters. The position peaked at $35K in Q4 2021. 315 funds tracked by Wall St. Rank hold CRI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Carter's position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 349 Carter's shares in Q2 2022, an estimated $32K.
  • Fortitude Advisory Group first reported a position in Carter's in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Carter's position peaked at $35K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Carter's as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.