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JFS Wealth Advisors’s Carter's CRI Stock Holding History

JFS 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
2026
Q2 		$247 Buy
+6
New +$227 ﹤0.01% 2106
2025
Q1 		– Sell
-5
Closed -$271 – 1947
2024
Q4 		$271 Sell
5
-21
-81% -$1.2K ﹤0.01% 1834
2024
Q3 		$1.69K Buy
26
+3
+13% +$193 ﹤0.01% 1557
2024
Q2 		$1.43K Sell
23
-5
-18% -$347 ﹤0.01% 1558
2024
Q1 		$2.37K Hold
28
– – ﹤0.01% 1380
2023
Q4 		$2.1K Sell
28
-1
-3% -$69 ﹤0.01% 1410
2023
Q3 		$2.01K Buy
29
+9
+45% +$643 ﹤0.01% 1358
2023
Q2 		$1.45K Sell
20
-1
-5% -$68 ﹤0.01% 1497
2023
Q1 		$1.51K Sell
21
-5
-19% -$383 ﹤0.01% 1463
2022
Q4 		$1.94K Buy
26
+9
+53% +$645 ﹤0.01% 1387
2022
Q3 		$1K Buy
17
+4
+31% +$306 ﹤0.01% 1520
2022
Q2 		$1K Sell
13
-12
-48% -$966 ﹤0.01% 1494
2022
Q1 		$2K Buy
25
+15
+150% +$1.41K ﹤0.01% 1393
2021
Q4 		$1K Buy
+10
New +$1.02K ﹤0.01% 1308

Other funds holding CRI

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return