BerganKDV Wealth Management’s Crane NXT CXT Stock Holding History

BerganKDV 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
2020 Q3	–	Sell	-101	Closed	-$2K	–	922
2020 Q2	$2K	Buy	+101	New	+$1.89K	﹤0.01%	739

Other funds holding CXT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BerganKDV Wealth Management's CXT Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Crane NXT (CXT) in Q3 2020, closing a stake of 101 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in CXT in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 317 funds tracked by Wall St. Rank hold CXT as of Q3 2020.

BerganKDV Wealth Management reported no remaining Crane NXT position as of Q3 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 101 Crane NXT shares in Q3 2020, an estimated $2K.
BerganKDV Wealth Management first reported a position in Crane NXT in Q2 2020 and held it in 1 quarter.
BerganKDV Wealth Management's Crane NXT position peaked at $2K in Q2 2020.
317 funds tracked by Wall St. Rank held Crane NXT as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.