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

TCI 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
Q2 		– Sell
-3
Closed -$216 – 655
2023
Q1 		$216 Hold
3
– – ﹤0.01% 2327
2022
Q4 		$224 Hold
3
– – ﹤0.01% 2322
2022
Q3 		$0 Buy
+3
New +$230 ﹤0.01% 2303
2022
Q2 		– Sell
-5
Closed – – 2312
2022
Q1 		$0 Hold
5
– – ﹤0.01% 2268
2021
Q4 		$1K Hold
5
– – ﹤0.01% 2172
2021
Q3 		$0 Hold
5
– – ﹤0.01% 2407
2021
Q2 		$1K Hold
5
– – ﹤0.01% 2189
2021
Q1 		$0 Sell
5
-45
-90% -$4.16K ﹤0.01% 2175
2020
Q4 		$5K Buy
50
+24
+92% +$2.11K ﹤0.01% 857
2020
Q3 		$2K Buy
+26
New +$2.17K ﹤0.01% 1087
2018
Q4 		– Sell
-5
Closed – – 1473
2018
Q3 		$0 Sell
5
-10
-67% -$1.06K ﹤0.01% 1479
2018
Q2 		$2K Buy
+15
New +$1.61K ﹤0.01% 1046
2016
Q4 		– Sell
-17
Closed -$1K – 1372
2016
Q3 		$1K Buy
+17
New +$1.71K ﹤0.01% 1100

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return