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NewEdge Wealth’s Crane NXT CXT Stock Holding History

NewEdge Wealth’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
Q1 		– Sell
-149,849
Closed -$5.23M – 616
2022
Q4 		$5.23M Buy
149,849
+7,736
+5% +$270K 0.23% 102
2022
Q3 		$4.32M Buy
142,113
+12,224
+9% +$403K 0.2% 110
2022
Q2 		$3.95M Buy
129,889
+3,178
+3% +$106K 0.18% 122
2022
Q1 		$4.77M Buy
126,711
+6,421
+5% +$231K 0.21% 111
2021
Q4 		$4.25M Buy
120,290
+7,776
+7% +$270K 0.18% 117
2021
Q3 		$3.71M Buy
112,514
+3,466
+3% +$115K 0.22% 94
2021
Q2 		$3.5M Buy
109,048
+10,033
+10% +$328K 0.27% 94
2021
Q1 		$3.23M Buy
99,015
+69,877
+240% +$2.07M 0.32% 82
2020
Q4 		$786K Buy
+29,138
New +$642K 0.24% 97

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

NewEdge Wealth's CXT Position: Q1 2023 in Review

NewEdge Wealth sold out of Crane NXT (CXT) in Q1 2023, closing a stake of 149,849 shares — an estimated $5.23M sold.

NewEdge Wealth first reported a position in CXT in Q4 2020 and held it in 9 quarters. The position peaked at $5.23M in Q4 2022. 359 funds tracked by Wall St. Rank hold CXT as of Q1 2023.

  • NewEdge Wealth reported no remaining Crane NXT position as of Q1 2023 after selling out during the quarter.
  • NewEdge Wealth sold 149,849 Crane NXT shares in Q1 2023, an estimated $5.23M.
  • NewEdge Wealth first reported a position in Crane NXT in Q4 2020 and held it in 9 quarters.
  • NewEdge Wealth's Crane NXT position peaked at $5.23M in Q4 2022.
  • 359 funds tracked by Wall St. Rank held Crane NXT as of Q1 2023.

Based on NewEdge Wealth's 13F filing for Q1 2023, filed 8 May 2023.