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TrustCore Financial Services’s Carter's CRI Stock Holding History

TrustCore Financial Services’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
2021
Q3 		– Sell
-22
Closed -$2K – 1037
2021
Q2 		$2K Buy
+22
New +$2.24K ﹤0.01% 931

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TrustCore Financial Services's CRI Position: Q3 2021 in Review

TrustCore Financial Services sold out of Carter's (CRI) in Q3 2021, closing a stake of 22 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in CRI in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 287 funds tracked by Wall St. Rank hold CRI as of Q3 2021.

  • TrustCore Financial Services reported no remaining Carter's position as of Q3 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 22 Carter's shares in Q3 2021, an estimated $2K.
  • TrustCore Financial Services first reported a position in Carter's in Q2 2021 and held it in 1 quarter.
  • TrustCore Financial Services's Carter's position peaked at $2K in Q2 2021.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q3 2021.

Based on TrustCore Financial Services's 13F filing for Q3 2021, filed 8 Nov 2021.