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Valeo Financial Advisors’s Crane NXT CXT Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-138
Closed -$5K – 808
2021
Q1 		$5K Buy
+138
New +$4.09K ﹤0.01% 1547
2018
Q3 		– Sell
-190
Closed -$6K – 1792
2018
Q2 		$6K Sell
190
-320
-63% -$9.63K ﹤0.01% 1076
2018
Q1 		$16K Buy
510
+320
+168% +$10.4K ﹤0.01% 781
2017
Q4 		$6K Hold
190
– – ﹤0.01% 958
2017
Q3 		$5K Buy
+190
New +$5.09K ﹤0.01% 865

Other funds holding CXT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return