IWP
CXT icon

Icon Wealth Partners’s Crane NXT CXT Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-1,598
Closed -$47K – 300
2019
Q1 		$47K Buy
+1,598
New +$45.2K 0.02% 366
2018
Q3 		– Sell
-1,560
Closed -$43K – 373
2018
Q2 		$43K Buy
+1,560
New +$47K 0.02% 416
2018
Q1 		– Sell
-1,480
Closed -$46K – 366
2017
Q4 		$46K Buy
+1,480
New +$43.3K 0.02% 440

Other funds holding CXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Icon Wealth Partners's CXT Position: Q2 2019 in Review

Icon Wealth Partners sold out of Crane NXT (CXT) in Q2 2019, closing a stake of 1,598 shares — an estimated $47K sold.

Icon Wealth Partners first reported a position in CXT in Q4 2017 and held it in 3 quarters. The position peaked at $47K in Q1 2019. 347 funds tracked by Wall St. Rank hold CXT as of Q2 2019.

  • Icon Wealth Partners reported no remaining Crane NXT position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,598 Crane NXT shares in Q2 2019, an estimated $47K.
  • Icon Wealth Partners first reported a position in Crane NXT in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Crane NXT position peaked at $47K in Q1 2019.
  • 347 funds tracked by Wall St. Rank held Crane NXT as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.