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

Spire 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
2026
Q1 		$2.43K Sell
68
-2
-3% -$73 ﹤0.01% 2004
2025
Q4 		$2.27K Buy
70
+13
+23% +$406 ﹤0.01% 2072
2025
Q3 		$1.61K Buy
+57
New +$1.64K ﹤0.01% 2202
2025
Q1 		– Sell
-39
Closed -$2.11K – 2490
2024
Q4 		$2.11K Buy
39
+8
+26% +$458 ﹤0.01% 2247
2024
Q3 		$2.01K Buy
+31
New +$1.99K ﹤0.01% 2001
2024
Q2 		– Sell
-10
Closed -$847 – 2238
2024
Q1 		$847 Hold
10
– – ﹤0.01% 2231
2023
Q4 		$732 Buy
+10
New +$694 ﹤0.01% 2312
2022
Q3 		– Sell
-8
Closed -$1K – 2248
2022
Q2 		$1K Buy
+8
New +$644 ﹤0.01% 2480

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