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Washington Trust Advisors’s Carter's CRI Stock Holding History

Washington Trust 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
-45
Closed -$3.24K – 688
2023
Q1 		$3.24K Hold
45
– – ﹤0.01% 678
2022
Q4 		$3.36K Hold
45
– – ﹤0.01% 660
2022
Q3 		$3K Buy
45
+6
+15% +$459 ﹤0.01% 788
2022
Q2 		$3K Hold
39
– – ﹤0.01% 816
2022
Q1 		$4K Hold
39
– – ﹤0.01% 848
2021
Q4 		$4K Buy
+39
New +$3.98K ﹤0.01% 876

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Washington Trust Advisors's CRI Position: Q2 2023 in Review

Washington Trust Advisors sold out of Carter's (CRI) in Q2 2023, closing a stake of 45 shares — an estimated $3.24K sold.

Washington Trust Advisors first reported a position in CRI in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 291 funds tracked by Wall St. Rank hold CRI as of Q2 2023.

  • Washington Trust Advisors reported no remaining Carter's position as of Q2 2023 after selling out during the quarter.
  • Washington Trust Advisors sold 45 Carter's shares in Q2 2023, an estimated $3.24K.
  • Washington Trust Advisors first reported a position in Carter's in Q4 2021 and held it in 6 quarters.
  • Washington Trust Advisors's Carter's position peaked at $4K in Q1 2022.
  • 291 funds tracked by Wall St. Rank held Carter's as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.