JWA
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JFS Wealth Advisors’s CRA International CRAI Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$14.2K Hold
100
– – ﹤0.01% 864
2026
Q1 		$16.2K Hold
100
– – ﹤0.01% 793
2025
Q4 		$20.1K Hold
100
– – ﹤0.01% 745
2025
Q3 		$20.9K Hold
100
– – ﹤0.01% 691
2025
Q2 		$18.7K Hold
100
– – ﹤0.01% 669
2025
Q1 		$17.3K Buy
+100
New +$18.5K ﹤0.01% 703

Other funds holding CRAI

CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return