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

Private 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
2026
Q1 		$6.33K Sell
177
-2
-1% -$73 ﹤0.01% 678
2025
Q4 		$5.8K Hold
179
– – ﹤0.01% 716
2025
Q3 		$5.05K Buy
+179
New +$5.13K ﹤0.01% 789
2025
Q1 		– Sell
-10
Closed -$542 – 1507
2024
Q4 		$542 Buy
+10
New +$573 ﹤0.01% 1435
2024
Q3 		– Sell
-19
Closed -$1.18K – 1510
2024
Q2 		$1.18K Buy
+19
New +$1.32K ﹤0.01% 1229

Other funds holding CRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return