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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 $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Empirical Wealth Management's CXT Position: Q4 2020 in Review

Empirical Wealth Management sold out of Crane NXT (CXT) in Q4 2020, closing a stake of 21,279 shares — an estimated $371K sold.

Empirical Wealth Management first reported a position in CXT in Q1 2019 and held it in 7 quarters. The position peaked at $639K in Q4 2019. 328 funds tracked by Wall St. Rank hold CXT as of Q4 2020.

  • Empirical Wealth Management reported no remaining Crane NXT position as of Q4 2020 after selling out during the quarter.
  • Empirical Wealth Management sold 21,279 Crane NXT shares in Q4 2020, an estimated $371K.
  • Empirical Wealth Management first reported a position in Crane NXT in Q1 2019 and held it in 7 quarters.
  • Empirical Wealth Management's Crane NXT position peaked at $639K in Q4 2019.
  • 328 funds tracked by Wall St. Rank held Crane NXT as of Q4 2020.

Based on Empirical Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.