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Axxcess Wealth Management’s CRA International CRAI Stock Holding History

Axxcess Wealth Management’s Portfolio CRAI Stock Details CRAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,636
Closed -$366K – 857
2023
Q3 		$366K Buy
+3,636
New +$382K 0.01% 547

Other funds holding CRAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Axxcess Wealth Management's CRAI Position: Q4 2023 in Review

Axxcess Wealth Management sold out of CRA International (CRAI) in Q4 2023, closing a stake of 3,636 shares — an estimated $366K sold.

Axxcess Wealth Management first reported a position in CRAI in Q3 2023 and held it in 1 quarter. The position peaked at $366K in Q3 2023. 156 funds tracked by Wall St. Rank hold CRAI as of Q4 2023.

  • Axxcess Wealth Management reported no remaining CRA International position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,636 CRA International shares in Q4 2023, an estimated $366K.
  • Axxcess Wealth Management first reported a position in CRA International in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's CRA International position peaked at $366K in Q3 2023.
  • 156 funds tracked by Wall St. Rank held CRA International as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.