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JNBA Financial Advisors’s Carter's CRI Stock Holding History

JNBA Financial 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
2024
Q3 		– Sell
-5
Closed -$310 – 660
2024
Q2 		$310 Buy
+5
New +$347 ﹤0.01% 627
2016
Q4 		– Sell
-13
Closed -$1K – 671
2016
Q3 		$1K Buy
+13
New +$1.3K ﹤0.01% 1499

Other funds holding CRI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JNBA Financial Advisors's CRI Position: Q3 2024 in Review

JNBA Financial Advisors sold out of Carter's (CRI) in Q3 2024, closing a stake of 5 shares — an estimated $310 sold.

JNBA Financial Advisors first reported a position in CRI in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 329 funds tracked by Wall St. Rank hold CRI as of Q3 2024.

  • JNBA Financial Advisors reported no remaining Carter's position as of Q3 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 5 Carter's shares in Q3 2024, an estimated $310.
  • JNBA Financial Advisors first reported a position in Carter's in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's Carter's position peaked at $1K in Q3 2016.
  • 329 funds tracked by Wall St. Rank held Carter's as of Q3 2024.

Based on JNBA Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.