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TFO Wealth Partners’s Crane NXT CXT Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-3
Closed -$169 – 965
2023
Q3 		$169 Buy
+3
New +$174 ﹤0.01% 882
2023
Q1 		– Sell
-32
Closed -$351 – 856
2022
Q4 		$351 Buy
+32
New +$1.12K ﹤0.01% 536
2020
Q4 		– Sell
-72
Closed -$1K – 96
2020
Q3 		$1K Buy
+72
New +$1.42K ﹤0.01% 143

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

TFO Wealth Partners's CXT Position: Q4 2023 in Review

TFO Wealth Partners sold out of Crane NXT (CXT) in Q4 2023, closing a stake of 3 shares — an estimated $169 sold.

TFO Wealth Partners first reported a position in CXT in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 360 funds tracked by Wall St. Rank hold CXT as of Q4 2023.

  • TFO Wealth Partners reported no remaining Crane NXT position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Crane NXT shares in Q4 2023, an estimated $169.
  • TFO Wealth Partners first reported a position in Crane NXT in Q3 2020 and held it in 3 quarters.
  • TFO Wealth Partners's Crane NXT position peaked at $1K in Q3 2020.
  • 360 funds tracked by Wall St. Rank held Crane NXT as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.