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Belpointe Asset Management’s Crane NXT CXT Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-2,677
Closed -$106K – 1182
2023
Q1 		$106K Buy
2,677
+1,551
+138% +$61.3K 0.01% 1267
2022
Q4 		$39.3K Buy
+1,126
New +$39.3K ﹤0.01% 1752

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's CXT Position: Q2 2023 in Review

Belpointe Asset Management sold out of Crane NXT (CXT) in Q2 2023, closing a stake of 2,677 shares — an estimated $106K sold.

Belpointe Asset Management first reported a position in CXT in Q4 2022 and held it in 2 quarters. The position peaked at $106K in Q1 2023. 324 funds tracked by Wall St. Rank hold CXT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Crane NXT position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,677 Crane NXT shares in Q2 2023, an estimated $106K.
  • Belpointe Asset Management first reported a position in Crane NXT in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Crane NXT position peaked at $106K in Q1 2023.
  • 324 funds tracked by Wall St. Rank held Crane NXT as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.