Balboa Wealth Partners’s Crane NXT CXT Stock Holding History

Balboa Wealth 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
2023 Q3	–	Sell	-5,130	Closed	-$290K	–	287
2023 Q2	$290K	Buy	+5,130	New	+$261K	0.1%	167

Other funds holding CXT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Balboa Wealth Partners's CXT Position: Q3 2023 in Review

Balboa Wealth Partners sold out of Crane NXT (CXT) in Q3 2023, closing a stake of 5,130 shares — an estimated $290K sold.

Balboa Wealth Partners first reported a position in CXT in Q2 2023 and held it in 1 quarter. The position peaked at $290K in Q2 2023. 337 funds tracked by Wall St. Rank hold CXT as of Q3 2023.

Balboa Wealth Partners reported no remaining Crane NXT position as of Q3 2023 after selling out during the quarter.
Balboa Wealth Partners sold 5,130 Crane NXT shares in Q3 2023, an estimated $290K.
Balboa Wealth Partners first reported a position in Crane NXT in Q2 2023 and held it in 1 quarter.
Balboa Wealth Partners's Crane NXT position peaked at $290K in Q2 2023.
337 funds tracked by Wall St. Rank held Crane NXT as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.