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Prestige Wealth Management Group’s Carter's CRI Stock Holding History

Prestige Wealth Management Group’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
2023
Q1 		– Sell
-29
Closed -$2.16K – 1078
2022
Q4 		$2.16K Buy
+29
New +$2.08K ﹤0.01% 814

Other funds holding CRI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Prestige Wealth Management Group's CRI Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Carter's (CRI) in Q1 2023, closing a stake of 29 shares — an estimated $2.16K sold.

Prestige Wealth Management Group first reported a position in CRI in Q4 2022 and held it in 1 quarter. The position peaked at $2.16K in Q4 2022. 305 funds tracked by Wall St. Rank hold CRI as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Carter's position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 29 Carter's shares in Q1 2023, an estimated $2.16K.
  • Prestige Wealth Management Group first reported a position in Carter's in Q4 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's Carter's position peaked at $2.16K in Q4 2022.
  • 305 funds tracked by Wall St. Rank held Carter's as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.