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Sutton Wealth Advisors’s Carter's CRI Stock Holding History

Sutton Wealth Advisors’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
-11
Closed -$821 – 981
2022
Q4 		$821 Hold
11
– – ﹤0.01% 1384
2022
Q3 		$721 Buy
11
+7
+175% +$536 ﹤0.01% 1389
2022
Q2 		$282 Buy
+4
New +$322 ﹤0.01% 1544
2022
Q1 		– Sell
-5
Closed -$506 – 1645
2021
Q4 		$506 Buy
+5
New +$510 ﹤0.01% 1522

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

Sutton Wealth Advisors's CRI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Carter's (CRI) in Q1 2023, closing a stake of 11 shares — an estimated $821 sold.

Sutton Wealth Advisors first reported a position in CRI in Q4 2021 and held it in 4 quarters. The position peaked at $821 in Q4 2022. 305 funds tracked by Wall St. Rank hold CRI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Carter's position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 11 Carter's shares in Q1 2023, an estimated $821.
  • Sutton Wealth Advisors first reported a position in Carter's in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Carter's position peaked at $821 in Q4 2022.
  • 305 funds tracked by Wall St. Rank held Carter's as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.