JFS Wealth Advisors’s Crane NXT CXT Stock Holding History

JFS 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 Q2	$2.4K	Sell	47 -60	-56%	-$2.56K	﹤0.01%	1553
2026 Q1	$4.34K	Sell	107 -11	-9%	-$534	﹤0.01%	1244
2025 Q4	$5.55K	Buy	118 +14	+13%	+$828	﹤0.01%	1195
2025 Q3	$6.98K	Hold	104	–	–	﹤0.01%	1002
2025 Q2	$5.61K	Hold	104	–	–	﹤0.01%	1043
2025 Q1	$5.35K	Hold	104	–	–	﹤0.01%	1097
2024 Q4	$6.05K	Hold	104	–	–	﹤0.01%	1055
2024 Q3	$5.83K	Buy	104 +1	+1%	+$58	﹤0.01%	1068
2024 Q2	$6.33K	Hold	103	–	–	﹤0.01%	964
2024 Q1	$6.38K	Hold	103	–	–	﹤0.01%	1009
2023 Q4	$5.86K	Hold	103	–	–	﹤0.01%	985
2023 Q3	$5.72K	Hold	103	–	–	﹤0.01%	935
2023 Q2	$5.81K	Buy	+103	New	+$5.24K	﹤0.01%	929
2023 Q1	–	Sell	-86	Closed	-$3.01K	–	1966
2022 Q4	$3.01K	Buy	86 +3	+4%	+$105	﹤0.01%	1209
2022 Q3	$3K	Hold	83	–	–	﹤0.01%	1162
2022 Q2	$3K	Sell	83 -12	-13%	-$399	﹤0.01%	1166
2022 Q1	$4K	Buy	95 +58	+157%	+$2.09K	﹤0.01%	1121
2021 Q4	$1K	Buy	+37	New	+$1.29K	﹤0.01%	1320

Other funds holding CXT

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return