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Impact Partnership Wealth’s Carter's CRI Stock Holding History

Impact Partnership Wealth’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
2025
Q1 		– Sell
-5,100
Closed -$276K – 279
2024
Q4 		$276K Buy
5,100
+1,393
+38% +$79.8K 0.06% 214
2024
Q3 		$241K Sell
3,707
-2,528
-41% -$162K 0.05% 207
2024
Q2 		$386K Buy
6,235
+3,930
+170% +$273K 0.1% 136
2024
Q1 		$195K Sell
2,305
-611
-21% -$48.5K 0.08% 181
2023
Q4 		$218K Buy
2,916
+941
+48% +$65.3K 0.08% 168
2023
Q3 		$137K Buy
+1,975
New +$141K 0.04% 252

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Impact Partnership Wealth's CRI Position: Q1 2025 in Review

Impact Partnership Wealth sold out of Carter's (CRI) in Q1 2025, closing a stake of 5,100 shares — an estimated $276K sold.

Impact Partnership Wealth first reported a position in CRI in Q3 2023 and held it in 6 quarters. The position peaked at $386K in Q2 2024. 286 funds tracked by Wall St. Rank hold CRI as of Q1 2025.

  • Impact Partnership Wealth reported no remaining Carter's position as of Q1 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,100 Carter's shares in Q1 2025, an estimated $276K.
  • Impact Partnership Wealth first reported a position in Carter's in Q3 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's Carter's position peaked at $386K in Q2 2024.
  • 286 funds tracked by Wall St. Rank held Carter's as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.