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Cherry Tree Wealth Management’s Crane NXT CXT Stock Holding History

Cherry Tree 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
2026
Q1 		$4.06K Hold
100
– – ﹤0.01% 497
2025
Q4 		$4.71K Hold
100
– – ﹤0.01% 492
2025
Q3 		$6.71K Hold
100
– – ﹤0.01% 446
2025
Q2 		$5.39K Hold
100
– – ﹤0.01% 467
2025
Q1 		$5.14K Hold
100
– – ﹤0.01% 521
2024
Q4 		$5.82K Hold
100
– – ﹤0.01% 465
2024
Q3 		$5.61K Hold
100
– – ﹤0.01% 471
2024
Q2 		$6.14K Hold
100
– – ﹤0.01% 446
2024
Q1 		$6.19K Hold
100
– – ﹤0.01% 421
2023
Q4 		$5.69K Buy
+100
New +$5.31K ﹤0.01% 417

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
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