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Wealthcare Capital Management’s Carter's CRI Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-54
Closed -$5K – 196
2021
Q1 		$5K Buy
+54
New +$4.99K ﹤0.01% 375

Other funds holding CRI

Wellington Management Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Wealthcare Capital Management's CRI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Carter's (CRI) in Q2 2021, closing a stake of 54 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in CRI in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 297 funds tracked by Wall St. Rank hold CRI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Carter's position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 54 Carter's shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Carter's in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Carter's position peaked at $5K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Carter's as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.