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Bartlett & Co Wealth Management’s Crane NXT CXT Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-52
Closed -$1.71K – 506
2021
Q3 		$1.71K Buy
+52
New +$1.73K ﹤0.01% 883
2019
Q1 		– Sell
-43
Closed -$1.08K – 742
2018
Q4 		$1.08K Hold
43
– – ﹤0.01% 659
2018
Q3 		$1.48K Buy
+43
New +$1.34K ﹤0.01% 670

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bartlett & Co Wealth Management's CXT Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Crane NXT (CXT) in Q4 2021, closing a stake of 52 shares — an estimated $1.71K sold.

Bartlett & Co Wealth Management first reported a position in CXT in Q3 2018 and held it in 3 quarters. The position peaked at $1.71K in Q3 2021. 375 funds tracked by Wall St. Rank hold CXT as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Crane NXT position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 52 Crane NXT shares in Q4 2021, an estimated $1.71K.
  • Bartlett & Co Wealth Management first reported a position in Crane NXT in Q3 2018 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Crane NXT position peaked at $1.71K in Q3 2021.
  • 375 funds tracked by Wall St. Rank held Crane NXT as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.