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Advocacy Wealth Management Services’s Crane NXT CXT Stock Holding History

Advocacy Wealth Management Services’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12
Closed – – 58
2022
Q3 		$0 Hold
12
– – ﹤0.01% 134
2022
Q2 		$0 Hold
12
– – ﹤0.01% 145
2022
Q1 		$0 Hold
12
– – ﹤0.01% 192
2021
Q4 		$0 Hold
12
– – ﹤0.01% 185
2021
Q3 		$0 Hold
12
– – ﹤0.01% 178
2021
Q2 		$0 Buy
+12
New +$392 ﹤0.01% 195

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Advocacy Wealth Management Services's CXT Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Crane NXT (CXT) in Q4 2022, closing a stake of 12 shares.

Advocacy Wealth Management Services first reported a position in CXT in Q2 2021 and held it in 6 quarters. The position peaked at $0 in Q3 2022. 380 funds tracked by Wall St. Rank hold CXT as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Crane NXT position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 12 Crane NXT shares in Q4 2022.
  • Advocacy Wealth Management Services first reported a position in Crane NXT in Q2 2021 and held it in 6 quarters.
  • Advocacy Wealth Management Services's Crane NXT position peaked at $0 in Q3 2022.
  • 380 funds tracked by Wall St. Rank held Crane NXT as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.