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BDO Wealth Advisors’s Crane NXT CXT Stock Holding History

BDO Wealth Advisors’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
Q1 		– Sell
-20
Closed -$703 – 1072
2022
Q4 		$703 Hold
20
– – ﹤0.01% 925
2022
Q3 		$1K Hold
20
– – ﹤0.01% 964
2022
Q2 		$1K Hold
20
– – ﹤0.01% 956
2022
Q1 		$1K Hold
20
– – ﹤0.01% 976
2021
Q4 		$1K Buy
+20
New +$695 ﹤0.01% 1001

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BDO Wealth Advisors's CXT Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Crane NXT (CXT) in Q1 2023, closing a stake of 20 shares — an estimated $703 sold.

BDO Wealth Advisors first reported a position in CXT in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 359 funds tracked by Wall St. Rank hold CXT as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Crane NXT position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 20 Crane NXT shares in Q1 2023, an estimated $703.
  • BDO Wealth Advisors first reported a position in Crane NXT in Q4 2021 and held it in 5 quarters.
  • BDO Wealth Advisors's Crane NXT position peaked at $1K in Q3 2022.
  • 359 funds tracked by Wall St. Rank held Crane NXT as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.