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

Selective 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
2022
Q4 		$366K Sell
4,500
-900
-17% -$64.5K 0.19% 71
2022
Q3 		$354K Sell
5,400
-1,250
-19% -$95.7K 0.15% 83
2022
Q2 		$469K Sell
6,650
-100
-1% -$8.05K 0.17% 78
2022
Q1 		$621K Hold
6,750
– – 0.23% 53
2021
Q4 		$683K Hold
6,750
– – 0.28% 47
2021
Q3 		$656K Sell
6,750
-1,150
-15% -$116K 0.35% 38
2021
Q2 		$815K Sell
7,900
-2,000
-20% -$204K 0.65% 25
2021
Q1 		$880K Sell
9,900
-1,100
-10% -$102K 0.8% 23
2020
Q4 		$1.03M Buy
11,000
+800
+8% +$70.4K 0.67% 24
2020
Q3 		$883K Buy
10,200
+750
+8% +$62.4K 0.69% 22
2020
Q2 		$763K Buy
+9,450
New +$752K 0.63% 22

Other funds holding CRI

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return