Congress Wealth Management’s Crane NXT CXT Stock Holding History

Congress 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
2025 Q2	$8.86M	Buy	164,414 +50,612	+44%	+$2.58M	0.09%	273
2025 Q1	$5.85M	Buy	113,802 +5,373	+5%	+$315K	0.07%	305
2024 Q4	$6.31M	Sell	108,429 -7,261	-6%	-$417K	0.09%	256
2024 Q3	$6.49M	Buy	115,690 +6,409	+6%	+$372K	0.09%	260
2024 Q2	$6.71M	Buy	109,281 +18,273	+20%	+$1.12M	0.11%	219
2024 Q1	$5.63M	Buy	+91,008	New	+$5.33M	0.1%	214
2023 Q3	–	Sell	-3,758	Closed	-$212K	–	602
2023 Q2	$212K	Sell	3,758 -15,298	-80%	-$778K	﹤0.01%	533
2023 Q1	$751K	Sell	19,056 -6,363	-25%	-$252K	0.02%	376
2022 Q4	$887K	Sell	25,419 -11,827	-32%	-$413K	0.02%	349
2022 Q3	$1.13M	Sell	37,246 -68,762	-65%	-$2.27M	0.03%	326
2022 Q2	$3.22M	Sell	106,008 -66,096	-38%	-$2.2M	0.08%	236
2022 Q1	$6.47M	Buy	172,104 +9,029	+6%	+$325K	0.14%	181
2021 Q4	$5.76M	Buy	+163,075	New	+$5.67M	0.12%	205

Other funds holding CXT

Fidelity Investments

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Victory Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return