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Center for Financial Planning’s CRA International CRAI Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-25
Closed -$2K – 572
2022
Q3 		$2K Buy
+25
New +$2.29K ﹤0.01% 520

Other funds holding CRAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Center for Financial Planning's CRAI Position: Q4 2022 in Review

Center for Financial Planning sold out of CRA International (CRAI) in Q4 2022, closing a stake of 25 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in CRAI in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 168 funds tracked by Wall St. Rank hold CRAI as of Q4 2022.

  • Center for Financial Planning reported no remaining CRA International position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 25 CRA International shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in CRA International in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's CRA International position peaked at $2K in Q3 2022.
  • 168 funds tracked by Wall St. Rank held CRA International as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.