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EP Wealth Advisors’s Crane NXT CXT Stock Holding History

EP Wealth Advisors’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 		$254K Buy
4,712
+30
+0.6% +$1.53K ﹤0.01% 1116
2025
Q1 		$241K Buy
4,682
+346
+8% +$20.3K ﹤0.01% 1036
2024
Q4 		$252K Buy
+4,336
New +$249K ﹤0.01% 949
2023
Q2 		– Sell
-406,267
Closed -$70.1M – 689
2023
Q1 		$70.1M Buy
406,267
+400,495
+6,939% +$15.8M 1.21% 15
2022
Q4 		$201K Buy
+5,772
New +$201K ﹤0.01% 552

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return