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WR Wealth Planners’s Carter's CRI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$217 Hold
4
– – ﹤0.01% 1065
2024
Q3 		$260 Sell
4
-5
-56% -$321 ﹤0.01% 1096
2024
Q2 		$558 Buy
9
+5
+125% +$347 ﹤0.01% 1007
2024
Q1 		$339 Buy
+4
New +$317 ﹤0.01% 1087

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's CRI Position: Q4 2024 in Review

WR Wealth Planners held its Carter's (CRI) position steady in Q4 2024 at 4 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

WR Wealth Planners first reported a position in CRI in Q1 2024 and has held it in 4 quarters since. The position peaked at $558 in Q2 2024. 317 funds tracked by Wall St. Rank hold CRI as of Q4 2024.

  • WR Wealth Planners held 4 shares of Carter's worth $217 as of Q4 2024.
  • WR Wealth Planners left its Carter's share count unchanged in Q4 2024.
  • Carter's made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1065 holding.
  • WR Wealth Planners first reported a position in Carter's in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Carter's position peaked at $558 in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Carter's as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.