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SkyOak Wealth’s Crane NXT CXT Stock Holding History

SkyOak 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
Q2 		– Sell
-10,652
Closed -$420K – 251
2023
Q1 		$420K Buy
+10,652
New +$421K 0.13% 131
2022
Q2 		– Sell
-6,334
Closed -$238K – 229
2022
Q1 		$238K Hold
6,334
– – 0.07% 200
2021
Q4 		$224K Hold
6,334
– – 0.06% 211
2021
Q3 		$209K Hold
6,334
– – 0.06% 215
2021
Q2 		$203K Hold
6,334
– – 0.05% 221
2021
Q1 		$212K Buy
+6,334
New +$188K 0.06% 209
2020
Q1 		– Sell
-7,197
Closed -$216K – 234
2019
Q4 		$216K Buy
+7,197
New +$205K 0.07% 274

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

SkyOak Wealth's CXT Position: Q2 2023 in Review

SkyOak Wealth sold out of Crane NXT (CXT) in Q2 2023, closing a stake of 10,652 shares — an estimated $420K sold.

SkyOak Wealth first reported a position in CXT in Q4 2019 and held it in 7 quarters. The position peaked at $420K in Q1 2023. 323 funds tracked by Wall St. Rank hold CXT as of Q2 2023.

  • SkyOak Wealth reported no remaining Crane NXT position as of Q2 2023 after selling out during the quarter.
  • SkyOak Wealth sold 10,652 Crane NXT shares in Q2 2023, an estimated $420K.
  • SkyOak Wealth first reported a position in Crane NXT in Q4 2019 and held it in 7 quarters.
  • SkyOak Wealth's Crane NXT position peaked at $420K in Q1 2023.
  • 323 funds tracked by Wall St. Rank held Crane NXT as of Q2 2023.

Based on SkyOak Wealth's 13F filing for Q2 2023, filed 20 Jul 2023.