Next Financial Group’s Crane NXT CXT Stock Holding History

Next Financial Group’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
2021 Q4	$53K	Buy	+1,509	New	+$52.5K	﹤0.01%	1444
2021 Q2	–	Sell	-193	Closed	-$6K	–	2636
2021 Q1	$6K	Sell	193 -242	-56%	-$7.17K	﹤0.01%	2025
2020 Q4	$12K	Buy	+435	New	+$9.59K	﹤0.01%	1706
2020 Q1	–	Sell	-144	Closed	-$4K	–	2171
2019 Q4	$4K	Hold	144	–	–	﹤0.01%	2006
2019 Q3	$4K	Sell	144 -432	-75%	-$12.1K	﹤0.01%	1941
2019 Q2	$17K	Hold	576	–	–	﹤0.01%	1518
2019 Q1	$17K	Hold	576	–	–	﹤0.01%	997
2018 Q4	$14K	Hold	576	–	–	﹤0.01%	1219
2018 Q3	$20K	Buy	+576	New	+$17.9K	0.01%	783
2017 Q4	–	Sell	-576	Closed	-$16K	–	491
2017 Q3	$16K	Buy	576 +432	+300%	+$11.6K	﹤0.01%	1038
2017 Q2	$4K	Sell	144 -288	-67%	-$7.79K	﹤0.01%	1592
2017 Q1	$12K	Sell	432 -288	-40%	-$7.37K	﹤0.01%	1204
2016 Q4	$18K	Hold	720	–	–	﹤0.01%	1409
2016 Q3	$16K	Buy	720 +288	+67%	+$6.21K	﹤0.01%	1450
2016 Q2	$8K	Hold	432	–	–	﹤0.01%	1266
2016 Q1	$8K	Hold	432	–	–	﹤0.01%	1230
2015 Q4	$7K	Hold	432	–	–	﹤0.01%	1284
2015 Q3	$6K	Hold	432	–	–	﹤0.01%	1363
2015 Q2	$8K	Hold	432	–	–	﹤0.01%	1330
2015 Q1	$9K	Hold	432	–	–	﹤0.01%	1275
2014 Q4	$9K	Sell	432 -288	-40%	-$5.97K	﹤0.01%	1277
2014 Q3	$16K	Hold	720	–	–	﹤0.01%	1526
2014 Q2	$17K	Buy	+720	New	+$18.2K	0.01%	643

Other funds holding CXT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Next Financial Group's CXT Position: Q4 2021 in Review

Next Financial Group opened a new position in Crane NXT (CXT) in Q4 2021: 1,509 shares worth $53K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Next Financial Group previously reported a position in CXT as recently as Q1 2021.

Next Financial Group first reported a position in CXT in Q2 2014 and has held it in 23 quarters since. 375 funds tracked by Wall St. Rank hold CXT as of Q4 2021.

Next Financial Group held 1,509 shares of Crane NXT worth $53K as of Q4 2021.
Crane NXT was a new Next Financial Group position in Q4 2021.
Crane NXT made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1444 holding.
Next Financial Group first reported a position in Crane NXT in Q2 2014 and has held it in 23 quarters since.
375 funds tracked by Wall St. Rank held Crane NXT as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.