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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Valeo Financial Advisors's CXT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Crane NXT (CXT) in Q2 2021, closing a stake of 138 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in CXT in Q3 2017 and held it in 5 quarters. The position peaked at $16K in Q1 2018. 340 funds tracked by Wall St. Rank hold CXT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Crane NXT position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 138 Crane NXT shares in Q2 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Crane NXT in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Crane NXT position peaked at $16K in Q1 2018.
  • 340 funds tracked by Wall St. Rank held Crane NXT as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.