Covestor’s Crane NXT CXT Stock Holding History

Covestor’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	$54K	Buy	1,331 +900	+209%	+$43.7K	0.04%	659
2025 Q4	$20K	Sell	431 -663	-61%	-$39.2K	0.01%	1280
2025 Q3	$73K	Sell	1,094 -189	-15%	-$11.3K	0.04%	728
2025 Q2	$69K	Buy	1,283 +832	+184%	+$42.4K	0.04%	752
2025 Q1	$23K	Sell	451 -288	-39%	-$16.9K	0.02%	1149
2024 Q4	$43K	Buy	739 +206	+39%	+$11.8K	0.03%	910
2024 Q3	$30K	Buy	533 +61	+13%	+$3.54K	0.02%	1060
2024 Q2	$29K	Sell	472 -652	-58%	-$39.9K	0.02%	1063
2024 Q1	$70K	Sell	1,124 -554	-33%	-$32.5K	0.04%	741
2023 Q4	$95K	Sell	1,678 -837	-33%	-$44.4K	0.07%	522
2023 Q3	$140K	Sell	2,515 -601	-19%	-$34.9K	0.11%	250
2023 Q2	$176K	Buy	3,116 +1,892	+155%	+$96.2K	0.13%	163
2023 Q1	$48K	Sell	1,224 -757	-38%	-$29.9K	0.04%	725
2022 Q4	$69K	Sell	1,981 -558	-22%	-$19.5K	0.06%	592
2022 Q3	$77K	Sell	2,539 -795	-24%	-$26.2K	0.07%	498
2022 Q2	$101K	Sell	3,334 -1,016	-23%	-$33.8K	0.08%	403
2022 Q1	$164K	Buy	4,350 +2,090	+92%	+$75.2K	0.11%	231
2021 Q4	$80K	Buy	+2,260	New	+$78.6K	0.11%	267

Other funds holding CXT

Fidelity Investments

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

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