TrinityPoint Wealth’s Crane Co CR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$219K Hold
1,444
0.03% 308
2024
Q3
$229K Hold
1,444
0.03% 299
2024
Q2
$209K Buy
+1,444
New +$205K 0.03% 299

Other funds holding CR

TrinityPoint Wealth's CR Position: Q4 2024 in Review

TrinityPoint Wealth held its Crane Co (CR) position steady in Q4 2024 at 1,444 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #308.

TrinityPoint Wealth first reported a position in CR in Q2 2024 and has held it in 3 quarters since. The position peaked at $229K in Q3 2024. 467 funds tracked by Wall St. Rank hold CR as of Q4 2024.

  • TrinityPoint Wealth held 1,444 shares of Crane Co worth $219K as of Q4 2024.
  • TrinityPoint Wealth left its Crane Co share count unchanged in Q4 2024.
  • Crane Co made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #308 holding.
  • TrinityPoint Wealth first reported a position in Crane Co in Q2 2024 and has held it in 3 quarters since.
  • TrinityPoint Wealth's Crane Co position peaked at $229K in Q3 2024.
  • 467 funds tracked by Wall St. Rank held Crane Co as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.