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Atria Wealth Solutions’s Crane NXT CXT Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-10,005
Closed -$394K – 1893
2023
Q1 		$394K Sell
10,005
-1,151
-10% -$45.5K 0.01% 1273
2022
Q4 		$389K Sell
11,156
-1,152
-9% -$40.2K 0.01% 1214
2022
Q3 		$374K Hold
12,308
– – 0.01% 1176
2022
Q2 		$374K Hold
12,308
– – 0.01% 1105
2022
Q1 		$463K Buy
+12,308
New +$443K 0.01% 1107

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's CXT Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Crane NXT (CXT) in Q2 2023, closing a stake of 10,005 shares — an estimated $394K sold.

Atria Wealth Solutions first reported a position in CXT in Q1 2022 and held it in 5 quarters. The position peaked at $463K in Q1 2022. 323 funds tracked by Wall St. Rank hold CXT as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Crane NXT position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,005 Crane NXT shares in Q2 2023, an estimated $394K.
  • Atria Wealth Solutions first reported a position in Crane NXT in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Crane NXT position peaked at $463K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Crane NXT as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.