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

Physician 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
2025 Q2	–	Sell	-24	Closed	-$982	–	1851
2025 Q1	$982	Buy	+24	New	+$1.15K	﹤0.01%	1075

Other funds holding CRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Physician Wealth Advisors's CRI Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Carter's (CRI) in Q2 2025, closing a stake of 24 shares — an estimated $982 sold.

Physician Wealth Advisors first reported a position in CRI in Q1 2025 and held it in 1 quarter. The position peaked at $982 in Q1 2025. 268 funds tracked by Wall St. Rank hold CRI as of Q2 2025.

Physician Wealth Advisors reported no remaining Carter's position as of Q2 2025 after selling out during the quarter.
Physician Wealth Advisors sold 24 Carter's shares in Q2 2025, an estimated $982.
Physician Wealth Advisors first reported a position in Carter's in Q1 2025 and held it in 1 quarter.
Physician Wealth Advisors's Carter's position peaked at $982 in Q1 2025.
268 funds tracked by Wall St. Rank held Carter's as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.