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Doyle Wealth Management’s Crane NXT CXT Stock Holding History

Doyle 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
2019
Q3 		– Sell
-386
Closed -$11K – 316
2019
Q2 		$11K Buy
+386
New +$11.2K ﹤0.01% 607
2019
Q1 		– Sell
-386
Closed -$10K – 305
2018
Q4 		$10K Buy
+386
New +$11.5K ﹤0.01% 618

Other funds holding CXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Doyle Wealth Management's CXT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Crane NXT (CXT) in Q3 2019, closing a stake of 386 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in CXT in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 333 funds tracked by Wall St. Rank hold CXT as of Q3 2019.

  • Doyle Wealth Management reported no remaining Crane NXT position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 386 Crane NXT shares in Q3 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in Crane NXT in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Crane NXT position peaked at $11K in Q2 2019.
  • 333 funds tracked by Wall St. Rank held Crane NXT as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.