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Glassman Wealth Services’s Carter's CRI Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-3
Closed -$207 – 1995
2023
Q3 		$207 Hold
3
– – ﹤0.01% 1883
2023
Q2 		$218 Hold
3
– – ﹤0.01% 1794
2023
Q1 		$216 Hold
3
– – ﹤0.01% 1785
2022
Q4 		$224 Hold
3
– – ﹤0.01% 1767
2022
Q3 		$0 Sell
3
-4
-57% -$306 ﹤0.01% 1718
2022
Q2 		$0 Sell
7
-10
-59% -$805 ﹤0.01% 1727
2022
Q1 		$2K Buy
17
+10
+143% +$939 ﹤0.01% 1211
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1342
2021
Q3 		$1K Hold
7
– – ﹤0.01% 1312
2021
Q2 		$1K Hold
7
– – ﹤0.01% 1259
2021
Q1 		$1K Hold
7
– – ﹤0.01% 1223
2020
Q4 		$1K Hold
7
– – ﹤0.01% 1181
2020
Q3 		$1K Hold
7
– – ﹤0.01% 1125
2020
Q2 		$1K Hold
7
– – ﹤0.01% 988
2020
Q1 		$0 Buy
+7
New +$674 ﹤0.01% 1200

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return