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Avior Wealth Management’s Crane NXT CXT Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-363
Closed -$21.1K – 1108
2024
Q4 		$21.1K Hold
363
– – ﹤0.01% 1399
2024
Q3 		$20.4K Sell
363
-2
-0.5% -$116 ﹤0.01% 1371
2024
Q2 		$22.4K Sell
365
-336
-48% -$20.6K ﹤0.01% 1322
2024
Q1 		$43.4K Buy
701
+561
+401% +$32.9K ﹤0.01% 1284
2023
Q4 		$7.96K Hold
140
– – ﹤0.01% 1028
2023
Q3 		$7.78K Buy
+140
New +$8.12K ﹤0.01% 1080
2023
Q1 		– Sell
-1,296
Closed -$45.2K – 1637
2022
Q4 		$45.2K Buy
1,296
+1,152
+800% +$40.2K ﹤0.01% 645
2022
Q3 		$4K Hold
144
– – ﹤0.01% 953
2022
Q2 		$4K Hold
144
– – ﹤0.01% 875
2022
Q1 		$5K Hold
144
– – ﹤0.01% 900
2021
Q4 		$5K Hold
144
– – ﹤0.01% 877
2021
Q3 		$4K Hold
144
– – ﹤0.01% 870
2021
Q2 		$4K Hold
144
– – ﹤0.01% 836
2021
Q1 		$4K Sell
144
-69
-32% -$2.05K ﹤0.01% 848
2020
Q4 		$5K Buy
213
+69
+48% +$1.52K ﹤0.01% 782
2020
Q3 		$2K Hold
144
– – ﹤0.01% 820
2020
Q2 		$2K Hold
144
– – ﹤0.01% 793
2020
Q1 		$2K Hold
144
– – ﹤0.01% 677
2019
Q4 		$4K Hold
144
– – ﹤0.01% 665
2019
Q3 		$4K Hold
144
– – ﹤0.01% 632
2019
Q2 		$4K Sell
144
-12,351
-99% -$360K ﹤0.01% 665
2019
Q1 		$367K Buy
12,495
+4,060
+48% +$115K 0.08% 244
2018
Q4 		$211K Buy
8,435
+115
+1% +$3.42K 0.05% 302
2018
Q3 		$284K Hold
8,320
– – 0.06% 271
2018
Q2 		$232K Buy
8,320
+1,324
+19% +$39.9K 0.05% 294
2018
Q1 		$225K Sell
6,996
-1,468
-17% -$47.5K 0.05% 286
2017
Q4 		$262K Buy
+8,464
New +$247K 0.06% 268

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avior Wealth Management's CXT Position: Q1 2025 in Review

Avior Wealth Management sold out of Crane NXT (CXT) in Q1 2025, closing a stake of 363 shares — an estimated $21.1K sold.

Avior Wealth Management first reported a position in CXT in Q4 2017 and held it in 27 quarters. The position peaked at $367K in Q1 2019. 333 funds tracked by Wall St. Rank hold CXT as of Q1 2025.

  • Avior Wealth Management reported no remaining Crane NXT position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 363 Crane NXT shares in Q1 2025, an estimated $21.1K.
  • Avior Wealth Management first reported a position in Crane NXT in Q4 2017 and held it in 27 quarters.
  • Avior Wealth Management's Crane NXT position peaked at $367K in Q1 2019.
  • 333 funds tracked by Wall St. Rank held Crane NXT as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.