EWA
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EverSource Wealth Advisors’s Crane NXT CXT Stock Holding History

EverSource 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
2026
Q1 		$8.73K Sell
215
-94
-30% -$4.56K ﹤0.01% 2989
2025
Q4 		$14.5K Sell
309
-261
-46% -$15.4K ﹤0.01% 2591
2025
Q3 		$38.2K Sell
570
-57
-9% -$3.4K ﹤0.01% 1904
2025
Q2 		$33.8K Buy
627
+612
+4,080% +$31.2K ﹤0.01% 1890
2025
Q1 		$775 Hold
15
– – ﹤0.01% 3319
2024
Q4 		$887 Sell
15
-15
-50% -$861 ﹤0.01% 3006
2024
Q3 		$1.68K Buy
30
+10
+50% +$581 ﹤0.01% 2592
2024
Q2 		$1.26K Buy
+20
New +$1.23K ﹤0.01% 2686
2023
Q4 		– Sell
-16
Closed -$889 – 2662
2023
Q3 		$889 Buy
+16
New +$928 ﹤0.01% 2277

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
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