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Legacy Financial Advisors’s Crane NXT CXT Stock Holding History

Legacy Financial 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
2023
Q2 		– Sell
-15,230
Closed -$600K – 265
2023
Q1 		$600K Buy
15,230
+749
+5% +$29.6K 0.12% 102
2022
Q4 		$505K Buy
14,481
+351
+2% +$12.2K 0.11% 112
2022
Q3 		$430K Buy
14,130
+403
+3% +$13.3K 0.1% 111
2022
Q2 		$417K Buy
13,727
+748
+6% +$24.9K 0.1% 108
2022
Q1 		$488K Sell
12,979
-610
-4% -$22K 0.11% 99
2021
Q4 		$480K Buy
13,589
+789
+6% +$27.4K 0.11% 94
2021
Q3 		$422K Buy
12,800
+841
+7% +$28K 0.1% 95
2021
Q2 		$384K Buy
11,959
+1,592
+15% +$52K 0.1% 94
2021
Q1 		$338K Buy
10,367
+1,655
+19% +$49.1K 0.09% 89
2020
Q4 		$235K Buy
+8,712
New +$192K 0.07% 124
2019
Q2 		– Sell
-253
Closed -$7K – 303
2019
Q1 		$7K Buy
253
+172
+212% +$4.87K ﹤0.01% 685
2018
Q4 		$2K Hold
81
– – ﹤0.01% 836
2018
Q3 		$2K Hold
81
– – ﹤0.01% 802
2018
Q2 		$2K Hold
81
– – ﹤0.01% 814
2018
Q1 		$2K Hold
81
– – ﹤0.01% 752
2017
Q4 		$2K Buy
+81
New +$2.37K ﹤0.01% 738

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's CXT Position: Q2 2023 in Review

Legacy Financial Advisors sold out of Crane NXT (CXT) in Q2 2023, closing a stake of 15,230 shares — an estimated $600K sold.

Legacy Financial Advisors first reported a position in CXT in Q4 2017 and held it in 16 quarters. The position peaked at $600K in Q1 2023. 324 funds tracked by Wall St. Rank hold CXT as of Q2 2023.

  • Legacy Financial Advisors reported no remaining Crane NXT position as of Q2 2023 after selling out during the quarter.
  • Legacy Financial Advisors sold 15,230 Crane NXT shares in Q2 2023, an estimated $600K.
  • Legacy Financial Advisors first reported a position in Crane NXT in Q4 2017 and held it in 16 quarters.
  • Legacy Financial Advisors's Crane NXT position peaked at $600K in Q1 2023.
  • 324 funds tracked by Wall St. Rank held Crane NXT as of Q2 2023.

Based on Legacy Financial Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.