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Rise Advisors’s Crane NXT CXT Stock Holding History

Rise 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
2025
Q4 		– Sell
-4
Closed -$276 – 434
2025
Q3 		$276 Hold
4
– – ﹤0.01% 1462
2025
Q2 		$221 Hold
4
– – ﹤0.01% 1477
2025
Q1 		$210 Sell
4
-290
-99% -$17K ﹤0.01% 1436
2024
Q4 		$17.1K Buy
294
+1
+0.3% +$57 0.01% 753
2024
Q3 		$16.5K Hold
293
– – 0.01% 819
2024
Q2 		$18K Buy
293
+1
+0.3% +$61 0.01% 697
2024
Q1 		$18.1K Buy
+292
New +$17.1K 0.01% 714

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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return