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Wealthspire Advisors (Maryland)’s Carter's CRI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-1,848
Closed -$202K – 445
2019
Q4 		$202K Buy
+1,848
New +$187K 0.01% 471
2019
Q2 		– Sell
-2,097
Closed -$211K – 789
2019
Q1 		$211K Sell
2,097
-328
-14% -$29.3K 0.02% 421
2018
Q4 		$198K Sell
2,425
-491
-17% -$44.6K 0.02% 404
2018
Q3 		$288K Sell
2,916
-171
-6% -$18.1K 0.02% 374
2018
Q2 		$335K Buy
3,087
+738
+31% +$79.4K 0.03% 328
2018
Q1 		$245K Buy
2,349
+39
+2% +$4.54K 0.02% 413
2017
Q4 		$271K Sell
2,310
-282
-11% -$29.2K 0.03% 397
2017
Q3 		$256K Sell
2,592
-122
-4% -$10.9K 0.03% 400
2017
Q2 		$241K Buy
2,714
+99
+4% +$8.71K 0.03% 395
2017
Q1 		$235K Sell
2,615
-531
-17% -$45.8K 0.03% 346
2016
Q4 		$272K Sell
3,146
-853
-21% -$76.2K 0.04% 301
2016
Q3 		$347K Sell
3,999
-29
-0.7% -$2.91K 0.05% 235
2016
Q2 		$429K Sell
4,028
-79
-2% -$8.15K 0.07% 187
2016
Q1 		$433K Buy
4,107
+31
+0.8% +$2.97K 0.08% 178
2015
Q4 		$363K Buy
+4,076
New +$364K 0.07% 212

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CRI Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Carter's (CRI) in Q1 2020, closing a stake of 1,848 shares — an estimated $202K sold.

Wealthspire Advisors (Maryland) first reported a position in CRI in Q4 2015 and held it in 15 quarters. The position peaked at $433K in Q1 2016. 276 funds tracked by Wall St. Rank hold CRI as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Carter's position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,848 Carter's shares in Q1 2020, an estimated $202K.
  • Wealthspire Advisors (Maryland) first reported a position in Carter's in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s Carter's position peaked at $433K in Q1 2016.
  • 276 funds tracked by Wall St. Rank held Carter's as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.