Regent Peak Wealth Advisors’s Crane NXT CXT Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-23	Closed	-$1K	–	338
2020 Q4	$1K	Buy	+23	New	+$507	﹤0.01%	909

Other funds holding CXT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Regent Peak Wealth Advisors's CXT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Crane NXT (CXT) in Q1 2021, closing a stake of 23 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in CXT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 334 funds tracked by Wall St. Rank hold CXT as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Crane NXT position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 23 Crane NXT shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in Crane NXT in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Crane NXT position peaked at $1K in Q4 2020.
334 funds tracked by Wall St. Rank held Crane NXT as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.