Avantax Planning Partners’s Crane NXT CXT Stock Holding History

Avantax Planning Partners’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 Q2	–	Sell	-12,685	Closed	-$414K	–	334
2021 Q1	$414K	Buy	12,685 +29	+0.2%	+$860	0.02%	206
2020 Q4	$341K	Buy	12,656 +864	+7%	+$19K	0.02%	205
2020 Q3	$205K	Hold	11,792	–	–	0.01%	282
2020 Q2	$244K	Hold	11,792	–	–	0.01%	241
2020 Q1	$201K	Hold	11,792	–	–	0.01%	254
2019 Q4	$354K	Hold	11,792	–	–	0.02%	215
2019 Q3	$330K	Hold	11,792	–	–	0.02%	219
2019 Q2	$343K	Hold	11,792	–	–	0.02%	218
2019 Q1	$347K	Hold	11,792	–	–	0.02%	214
2018 Q4	$296K	Hold	11,792	–	–	0.02%	202
2018 Q3	$403K	Sell	11,792 -182	-2%	-$5.66K	0.03%	159
2018 Q2	$333K	Buy	11,974 +182	+2%	+$5.48K	0.03%	168
2018 Q1	$380K	Buy	+11,792	New	+$382K	0.03%	201

Other funds holding CXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Avantax Planning Partners's CXT Position: Q2 2021 in Review

Avantax Planning Partners sold out of Crane NXT (CXT) in Q2 2021, closing a stake of 12,685 shares — an estimated $414K sold.

Avantax Planning Partners first reported a position in CXT in Q1 2018 and held it in 13 quarters. The position peaked at $414K in Q1 2021. 340 funds tracked by Wall St. Rank hold CXT as of Q2 2021.

Avantax Planning Partners reported no remaining Crane NXT position as of Q2 2021 after selling out during the quarter.
Avantax Planning Partners sold 12,685 Crane NXT shares in Q2 2021, an estimated $414K.
Avantax Planning Partners first reported a position in Crane NXT in Q1 2018 and held it in 13 quarters.
Avantax Planning Partners's Crane NXT position peaked at $414K in Q1 2021.
340 funds tracked by Wall St. Rank held Crane NXT as of Q2 2021.

Based on Avantax Planning Partners's 13F filing for Q2 2021, filed 10 Aug 2021.