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Arete Wealth Advisors’s Crane NXT CXT Stock Holding History

Arete Wealth Advisors’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
2020
Q3 		– Sell
-15,287
Closed -$316K – 386
2020
Q2 		$316K Buy
15,287
+371
+2% +$6.94K 0.05% 286
2020
Q1 		$255K Sell
14,916
-855
-5% -$22K 0.05% 270
2019
Q4 		$473K Sell
15,771
-179
-1% -$5.1K 0.08% 240
2019
Q3 		$447K Buy
15,950
+320
+2% +$8.93K 0.09% 229
2019
Q2 		$453K Buy
15,630
+72
+0.5% +$2.1K 0.09% 233
2019
Q1 		$457K Buy
15,558
+6,308
+68% +$178K 0.1% 221
2018
Q4 		$232K Buy
+9,250
New +$275K 0.06% 310

Other funds holding CXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Arete Wealth Advisors's CXT Position: Q3 2020 in Review

Arete Wealth Advisors sold out of Crane NXT (CXT) in Q3 2020, closing a stake of 15,287 shares — an estimated $316K sold.

Arete Wealth Advisors first reported a position in CXT in Q4 2018 and held it in 7 quarters. The position peaked at $473K in Q4 2019. 317 funds tracked by Wall St. Rank hold CXT as of Q3 2020.

  • Arete Wealth Advisors reported no remaining Crane NXT position as of Q3 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 15,287 Crane NXT shares in Q3 2020, an estimated $316K.
  • Arete Wealth Advisors first reported a position in Crane NXT in Q4 2018 and held it in 7 quarters.
  • Arete Wealth Advisors's Crane NXT position peaked at $473K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held Crane NXT as of Q3 2020.

Based on Arete Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.