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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return