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Great Point Wealth Advisors’s Crane NXT CXT Stock Holding History

Great Point 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
2020
Q4 		– Sell
-13,517
Closed -$279K – 47
2020
Q3 		$279K Hold
13,517
– – 0.14% 39
2020
Q2 		$279K Buy
13,517
+86
+0.6% +$1.61K 0.14% 39
2020
Q1 		$229K Buy
13,431
+95
+0.7% +$2.44K 0.19% 37
2019
Q4 		$400K Buy
+13,336
New +$380K 0.25% 33

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 $3.38T AUM 44.17% 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

Great Point Wealth Advisors's CXT Position: Q4 2020 in Review

Great Point Wealth Advisors sold out of Crane NXT (CXT) in Q4 2020, closing a stake of 13,517 shares — an estimated $279K sold.

Great Point Wealth Advisors first reported a position in CXT in Q4 2019 and held it in 4 quarters. The position peaked at $400K in Q4 2019. 328 funds tracked by Wall St. Rank hold CXT as of Q4 2020.

  • Great Point Wealth Advisors reported no remaining Crane NXT position as of Q4 2020 after selling out during the quarter.
  • Great Point Wealth Advisors sold 13,517 Crane NXT shares in Q4 2020, an estimated $279K.
  • Great Point Wealth Advisors first reported a position in Crane NXT in Q4 2019 and held it in 4 quarters.
  • Great Point Wealth Advisors's Crane NXT position peaked at $400K in Q4 2019.
  • 328 funds tracked by Wall St. Rank held Crane NXT as of Q4 2020.

Based on Great Point Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.