PWM
CRI icon

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

PRW 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
2019
Q2 		– Sell
-43
Closed -$4K – 189
2019
Q1 		$4K Hold
43
– – ﹤0.01% 411
2018
Q4 		$4K Buy
+43
New +$3.91K 0.01% 405

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PRW Wealth Management's CRI Position: Q2 2019 in Review

PRW Wealth Management sold out of Carter's (CRI) in Q2 2019, closing a stake of 43 shares — an estimated $4K sold.

PRW Wealth Management first reported a position in CRI in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 305 funds tracked by Wall St. Rank hold CRI as of Q2 2019.

  • PRW Wealth Management reported no remaining Carter's position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 43 Carter's shares in Q2 2019, an estimated $4K.
  • PRW Wealth Management first reported a position in Carter's in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Carter's position peaked at $4K in Q1 2019.
  • 305 funds tracked by Wall St. Rank held Carter's as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.