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Cascade Financial Partners’s Crane NXT CXT Stock Holding History

Cascade Financial Partners’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
2025
Q1 		– Sell
-3,470
Closed -$202K – 245
2024
Q4 		$202K Buy
+3,470
New +$199K 0.03% 244

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cascade Financial Partners's CXT Position: Q1 2025 in Review

Cascade Financial Partners sold out of Crane NXT (CXT) in Q1 2025, closing a stake of 3,470 shares — an estimated $202K sold.

Cascade Financial Partners first reported a position in CXT in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 333 funds tracked by Wall St. Rank hold CXT as of Q1 2025.

  • Cascade Financial Partners reported no remaining Crane NXT position as of Q1 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 3,470 Crane NXT shares in Q1 2025, an estimated $202K.
  • Cascade Financial Partners first reported a position in Crane NXT in Q4 2024 and held it in 1 quarter.
  • Cascade Financial Partners's Crane NXT position peaked at $202K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Crane NXT as of Q1 2025.

Based on Cascade Financial Partners's 13F filing for Q1 2025, filed 13 May 2025.