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Clearstead Advisors’s Crane NXT CXT Stock Holding History

Clearstead Advisors’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 		$1.95K Sell
48
-332
-87% -$16.1K ﹤0.01% 1905
2025
Q4 		$17.9K Buy
380
+19
+5% +$1.12K ﹤0.01% 1748
2025
Q3 		$24.2K Sell
361
-200
-36% -$11.9K ﹤0.01% 1554
2025
Q2 		$30.2K Buy
561
+91
+19% +$4.63K ﹤0.01% 1453
2025
Q1 		$24.2K Sell
470
-49
-9% -$2.87K ﹤0.01% 1364
2024
Q4 		$30.2K Buy
+519
New +$29.8K ﹤0.01% 1279
2024
Q2 		– Sell
-24
Closed -$1.45K – 2040
2024
Q1 		$1.45K Hold
24
– – ﹤0.01% 1356
2023
Q4 		$1.36K Sell
24
-28
-54% -$1.49K ﹤0.01% 1350
2023
Q3 		$2.89K Buy
+52
New +$3.02K ﹤0.01% 1347

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