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

TriaGen 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
Q1 		– Sell
-6,756
Closed -$684K – 174
2021
Q4 		$684K Sell
6,756
-1,100
-14% -$112K 0.34% 84
2021
Q3 		$764K Hold
7,856
– – 0.42% 79
2021
Q2 		$768K Buy
+7,856
New +$800K 0.4% 80

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

TriaGen Wealth Management's CRI Position: Q1 2022 in Review

TriaGen Wealth Management sold out of Carter's (CRI) in Q1 2022, closing a stake of 6,756 shares — an estimated $684K sold.

TriaGen Wealth Management first reported a position in CRI in Q2 2021 and held it in 3 quarters. The position peaked at $768K in Q2 2021. 305 funds tracked by Wall St. Rank hold CRI as of Q1 2022.

  • TriaGen Wealth Management reported no remaining Carter's position as of Q1 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 6,756 Carter's shares in Q1 2022, an estimated $684K.
  • TriaGen Wealth Management first reported a position in Carter's in Q2 2021 and held it in 3 quarters.
  • TriaGen Wealth Management's Carter's position peaked at $768K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Carter's as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.