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Orion Portfolio Solutions’s Crane NXT CXT Stock Holding History

Orion Portfolio Solutions’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
-13,479
Closed -$531K – 1633
2023
Q1 		$531K Buy
+13,479
New +$533K 0.01% 1120
2020
Q3 		– Sell
-1,146
Closed -$24K – 781
2020
Q2 		$24K Buy
1,146
+567
+98% +$10.6K ﹤0.01% 892
2020
Q1 		$10K Buy
579
+429
+286% +$11K ﹤0.01% 1059
2019
Q4 		$4K Buy
+150
New +$4.27K ﹤0.01% 1303

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orion Portfolio Solutions's CXT Position: Q2 2023 in Review

Orion Portfolio Solutions sold out of Crane NXT (CXT) in Q2 2023, closing a stake of 13,479 shares — an estimated $531K sold.

Orion Portfolio Solutions first reported a position in CXT in Q4 2019 and held it in 4 quarters. The position peaked at $531K in Q1 2023. 323 funds tracked by Wall St. Rank hold CXT as of Q2 2023.

  • Orion Portfolio Solutions reported no remaining Crane NXT position as of Q2 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 13,479 Crane NXT shares in Q2 2023, an estimated $531K.
  • Orion Portfolio Solutions first reported a position in Crane NXT in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's Crane NXT position peaked at $531K in Q1 2023.
  • 323 funds tracked by Wall St. Rank held Crane NXT as of Q2 2023.

Based on Orion Portfolio Solutions's 13F filing for Q2 2023, filed 14 Aug 2023.