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Arkadios Wealth Advisors’s Crane NXT CXT Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-665
Closed -$21K – 825
2021
Q3 		$21K Buy
665
+3
+0.5% +$100 ﹤0.01% 1188
2021
Q2 		$21K Buy
662
+3
+0.5% +$98 ﹤0.01% 1258
2021
Q1 		$21K Buy
+659
New +$19.5K ﹤0.01% 950

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arkadios Wealth Advisors's CXT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Crane NXT (CXT) in Q4 2021, closing a stake of 665 shares — an estimated $21K sold.

Arkadios Wealth Advisors first reported a position in CXT in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q3 2021. 375 funds tracked by Wall St. Rank hold CXT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Crane NXT position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 665 Crane NXT shares in Q4 2021, an estimated $21K.
  • Arkadios Wealth Advisors first reported a position in Crane NXT in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Crane NXT position peaked at $21K in Q3 2021.
  • 375 funds tracked by Wall St. Rank held Crane NXT as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.