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Harvest Group Wealth Management’s Carter's CRI Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-19
Closed -$2K – 587
2019
Q4 		$2K Hold
19
– – ﹤0.01% 588
2019
Q3 		$2K Buy
+19
New +$1.73K ﹤0.01% 667

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Harvest Group Wealth Management's CRI Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Carter's (CRI) in Q1 2020, closing a stake of 19 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CRI in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 276 funds tracked by Wall St. Rank hold CRI as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Carter's position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 19 Carter's shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Carter's in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Carter's position peaked at $2K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held Carter's as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.