Capital Advisors Ltd’s Crane NXT CXT Stock Holding History

Capital Advisors Ltd’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
2026 Q1	$0	Sell	2 -5	-71%	-$243	﹤0.01%	1410
2025 Q4	$0	Sell	7 -19	-73%	-$1.12K	﹤0.01%	1393
2025 Q3	$2K	Hold	26	–	–	﹤0.01%	1051
2025 Q2	$1K	Sell	26 -1	-4%	-$51	﹤0.01%	1168
2025 Q1	$1K	Sell	27 -54	-67%	-$3.17K	﹤0.01%	1146
2024 Q4	$5K	Buy	81 +53	+189%	+$3.04K	﹤0.01%	935
2024 Q3	$2K	Sell	28 -30	-52%	-$1.74K	﹤0.01%	1050
2024 Q2	$4K	Buy	58 +30	+107%	+$1.84K	﹤0.01%	936
2024 Q1	$2K	Hold	28	–	–	﹤0.01%	1024
2023 Q4	$2K	Sell	28 -4	-13%	-$212	﹤0.01%	998
2023 Q3	$2K	Buy	32 +3	+10%	+$174	﹤0.01%	994
2023 Q2	$2K	Sell	29 -11	-28%	-$559	﹤0.01%	1001
2023 Q1	$2K	Buy	40 +20	+100%	+$791	﹤0.01%	878
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	973
2022 Q3	$1K	Buy	+20	New	+$660	﹤0.01%	988
2019 Q3	–	Sell	-803	Closed	-$23K	–	408
2019 Q2	$23K	Buy	+803	New	+$23.4K	0.01%	323

Other funds holding CXT

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Victory Capital Management

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