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Kingsview Wealth Management’s Carter's CRI Stock Holding History

Kingsview 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
2025
Q3 		– Sell
-13,699
Closed -$413K – 1213
2025
Q2 		$413K Sell
13,699
-66,873
-83% -$2.27M 0.01% 838
2025
Q1 		$3.3M Buy
+80,572
New +$3.87M 0.06% 280
2024
Q3 		– Sell
-34,660
Closed -$2.15M – 1105
2024
Q2 		$2.15M Buy
34,660
+1,001
+3% +$69.5K 0.05% 334
2024
Q1 		$2.85M Buy
33,659
+8,654
+35% +$687K 0.07% 257
2023
Q4 		$1.87M Buy
+25,005
New +$1.74M 0.06% 295

Other funds holding CRI

RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kingsview Wealth Management's CRI Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Carter's (CRI) in Q3 2025, closing a stake of 13,699 shares — an estimated $413K sold.

Kingsview Wealth Management first reported a position in CRI in Q4 2023 and held it in 5 quarters. The position peaked at $3.3M in Q1 2025. 248 funds tracked by Wall St. Rank hold CRI as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Carter's position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 13,699 Carter's shares in Q3 2025, an estimated $413K.
  • Kingsview Wealth Management first reported a position in Carter's in Q4 2023 and held it in 5 quarters.
  • Kingsview Wealth Management's Carter's position peaked at $3.3M in Q1 2025.
  • 248 funds tracked by Wall St. Rank held Carter's as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.