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Retirement Wealth Solutions’s CRA International CRAI Stock Holding History

Retirement Wealth Solutions’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 		$9.56K Hold
67
– – 0.01% 235
2026
Q1 		$10.9K Sell
67
-12
-15% -$2.16K 0.01% 204
2025
Q4 		$15.9K Hold
79
– – 0.01% 178
2025
Q3 		$16.5K Sell
79
-12
-13% -$2.3K 0.01% 177
2025
Q2 		$17.1K Hold
91
– – 0.01% 166
2025
Q1 		$15.8K Sell
91
-5
-5% -$926 0.01% 161
2024
Q4 		$17.1K Buy
+96
New +$18.2K 0.01% 161

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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return