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Concord Wealth Partners’s Crane NXT CXT Stock Holding History

Concord Wealth 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
2024
Q4 		– Sell
-85
Closed -$4.74K – 938
2024
Q3 		$4.74K Hold
85
– – ﹤0.01% 642
2024
Q2 		$5.19K Hold
85
– – ﹤0.01% 570
2024
Q1 		$5.26K Sell
85
-40
-32% -$2.35K ﹤0.01% 650
2023
Q4 		$7.11K Sell
125
-34
-21% -$1.8K ﹤0.01% 605
2023
Q3 		$8.84K Sell
159
-40
-20% -$2.32K ﹤0.01% 635
2023
Q2 		$11.2K Sell
199
-2,127
-91% -$108K ﹤0.01% 586
2023
Q1 		$91.7K Buy
2,326
+766
+49% +$30.3K 0.03% 263
2022
Q4 		$54.4K Buy
+1,560
New +$54.4K 0.02% 364
2022
Q3 		– Sell
-1,509
Closed -$46K – 365
2022
Q2 		$46K Buy
1,509
+98
+7% +$3.26K 0.01% 388
2022
Q1 		$53K Hold
1,411
– – 0.01% 423
2021
Q4 		$50K Buy
1,411
+242
+21% +$8.41K 0.01% 457
2021
Q3 		$38K Sell
1,169
-242
-17% -$8.06K 0.02% 264
2021
Q2 		$45K Sell
1,411
-276
-16% -$9.01K 0.01% 370
2021
Q1 		$55K Sell
1,687
-585
-26% -$17.3K 0.02% 321
2020
Q4 		$61K Buy
+2,272
New +$50.1K 0.05% 181

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Concord Wealth Partners's CXT Position: Q4 2024 in Review

Concord Wealth Partners sold out of Crane NXT (CXT) in Q4 2024, closing a stake of 85 shares — an estimated $4.74K sold.

Concord Wealth Partners first reported a position in CXT in Q4 2020 and held it in 15 quarters. The position peaked at $91.7K in Q1 2023. 365 funds tracked by Wall St. Rank hold CXT as of Q4 2024.

  • Concord Wealth Partners reported no remaining Crane NXT position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 85 Crane NXT shares in Q4 2024, an estimated $4.74K.
  • Concord Wealth Partners first reported a position in Crane NXT in Q4 2020 and held it in 15 quarters.
  • Concord Wealth Partners's Crane NXT position peaked at $91.7K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Crane NXT as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.