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SYSTM Wealth Solutions’s Crane NXT CXT Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-52
Closed -$3.19K – 227
2024
Q2 		$3.19K Hold
52
– – ﹤0.01% 595
2024
Q1 		$3.22K Hold
52
– – ﹤0.01% 867
2023
Q4 		$2.96K Buy
+52
New +$2.76K ﹤0.01% 917

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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SYSTM Wealth Solutions's CXT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Crane NXT (CXT) in Q3 2024, closing a stake of 52 shares — an estimated $3.19K sold.

SYSTM Wealth Solutions first reported a position in CXT in Q4 2023 and held it in 3 quarters. The position peaked at $3.22K in Q1 2024. 354 funds tracked by Wall St. Rank hold CXT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Crane NXT position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 52 Crane NXT shares in Q3 2024, an estimated $3.19K.
  • SYSTM Wealth Solutions first reported a position in Crane NXT in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Crane NXT position peaked at $3.22K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Crane NXT as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.