FMWA
CRI icon

Forvis Mazars Wealth Advisors’s Carter's CRI Stock Holding History

Forvis Mazars Wealth 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
2017
Q4 		– Sell
-2,503
Closed -$247K – 242
2017
Q3 		$247K Buy
+2,503
New +$223K 0.03% 204

Other funds holding CRI

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CRI Position: Q4 2017 in Review

Forvis Mazars Wealth Advisors sold out of Carter's (CRI) in Q4 2017, closing a stake of 2,503 shares — an estimated $247K sold.

Forvis Mazars Wealth Advisors first reported a position in CRI in Q3 2017 and held it in 1 quarter. The position peaked at $247K in Q3 2017. 351 funds tracked by Wall St. Rank hold CRI as of Q4 2017.

  • Forvis Mazars Wealth Advisors reported no remaining Carter's position as of Q4 2017 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,503 Carter's shares in Q4 2017, an estimated $247K.
  • Forvis Mazars Wealth Advisors first reported a position in Carter's in Q3 2017 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Carter's position peaked at $247K in Q3 2017.
  • 351 funds tracked by Wall St. Rank held Carter's as of Q4 2017.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2017, filed 18 Jan 2018.