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True Wealth Design’s CRA International CRAI Stock Holding History

True Wealth Design’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
Q1 		– Sell
-2
Closed -$402 – 2734
2025
Q4 		$402 Sell
2
-13
-87% -$2.45K ﹤0.01% 2023
2025
Q3 		$3.13K Sell
15
-1
-6% -$192 ﹤0.01% 1292
2025
Q2 		$3K Sell
16
-37
-70% -$6.61K ﹤0.01% 1008
2025
Q1 		$9.18K Buy
53
+1
+2% +$185 ﹤0.01% 500
2024
Q4 		$9.73K Buy
52
+1
+2% +$190 ﹤0.01% 426
2024
Q3 		$8.94K Buy
+51
New +$8.51K ﹤0.01% 444

Other funds holding CRAI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return