EWM
CXT icon

Empirical Wealth Management’s Crane NXT CXT Stock Holding History

Empirical 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
2020
Q4 		– Sell
-21,279
Closed -$371K – 383
2020
Q3 		$371K Sell
21,279
-5,182
-20% -$102K 0.03% 253
2020
Q2 		$546K Buy
26,461
+847
+3% +$15.8K 0.05% 198
2020
Q1 		$438K Buy
25,614
+4,318
+20% +$111K 0.05% 196
2019
Q4 		$639K Buy
21,296
+864
+4% +$24.6K 0.07% 165
2019
Q3 		$572K Hold
20,432
– – 0.07% 164
2019
Q2 		$592K Hold
20,432
– – 0.08% 140
2019
Q1 		$601K Buy
+20,432
New +$578K 0.09% 127

Other funds holding CXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return