Glassman Wealth Services’s Crane NXT CXT Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-9	Closed	-$512	–	609
2023 Q4	$512	Hold	9	–	–	﹤0.01%	1713
2023 Q3	$500	Sell	9 -9	-50%	-$522	﹤0.01%	1735
2023 Q2	$1.02K	Buy	+18	New	+$915	﹤0.01%	1440
2023 Q1	–	Sell	-43	Closed	-$1.51K	–	1916
2022 Q4	$1.51K	Buy	+43	New	+$1.5K	﹤0.01%	1322
2022 Q3	–	Sell	-81	Closed	-$2K	–	1731
2022 Q2	$2K	Hold	81	–	–	﹤0.01%	1221
2022 Q1	$3K	Sell	81 -8	-9%	-$288	﹤0.01%	1113
2021 Q4	$3K	Buy	89 +46	+107%	+$1.6K	﹤0.01%	1088
2021 Q3	$1K	Buy	43 +8	+23%	+$266	﹤0.01%	1319
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	1262
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	1227
2020 Q4	$1K	Hold	35	–	–	﹤0.01%	1184
2020 Q3	$1K	Hold	35	–	–	﹤0.01%	1128
2020 Q2	$1K	Sell	35 -8	-19%	-$150	﹤0.01%	993
2020 Q1	$1K	Buy	43 +40	+1,333%	+$1.03K	﹤0.01%	845
2019 Q4	$0	Hold	3	–	–	﹤0.01%	1231
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1110
2019 Q2	$0	Buy	+3	New	+$87	﹤0.01%	1136

Other funds holding CXT

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return