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Focused Wealth Management’s Crane NXT CXT Stock Holding History

Focused 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
2023
Q3 		– Sell
-13
Closed -$706 – 1051
2023
Q2 		$706 Sell
13
-24
-65% -$1.22K ﹤0.01% 926
2023
Q1 		$1.42K Buy
37
+2
+6% +$79 ﹤0.01% 831
2022
Q4 		$1.25K Hold
35
– – ﹤0.01% 839
2022
Q3 		$1K Hold
35
– – ﹤0.01% 823
2022
Q2 		$1K Hold
35
– – ﹤0.01% 804
2022
Q1 		$1K Hold
35
– – ﹤0.01% 861
2021
Q4 		$1K Hold
35
– – ﹤0.01% 869
2021
Q3 		$1K Hold
35
– – ﹤0.01% 872
2021
Q2 		$1K Hold
35
– – ﹤0.01% 859
2021
Q1 		$1K Buy
+35
New +$1.04K ﹤0.01% 852

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 $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Focused Wealth Management's CXT Position: Q3 2023 in Review

Focused Wealth Management sold out of Crane NXT (CXT) in Q3 2023, closing a stake of 13 shares — an estimated $706 sold.

Focused Wealth Management first reported a position in CXT in Q1 2021 and held it in 10 quarters. The position peaked at $1.42K in Q1 2023. 337 funds tracked by Wall St. Rank hold CXT as of Q3 2023.

  • Focused Wealth Management reported no remaining Crane NXT position as of Q3 2023 after selling out during the quarter.
  • Focused Wealth Management sold 13 Crane NXT shares in Q3 2023, an estimated $706.
  • Focused Wealth Management first reported a position in Crane NXT in Q1 2021 and held it in 10 quarters.
  • Focused Wealth Management's Crane NXT position peaked at $1.42K in Q1 2023.
  • 337 funds tracked by Wall St. Rank held Crane NXT as of Q3 2023.

Based on Focused Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.