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Venturi Wealth Management’s Crane NXT CXT Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-1,639
Closed -$95.4K – 863
2024
Q4 		$95.4K Buy
1,639
+1,488
+985% +$85.4K ﹤0.01% 800
2024
Q3 		$8.47K Sell
151
-116
-43% -$6.74K ﹤0.01% 1232
2024
Q2 		$16.4K Sell
267
-9
-3% -$551 ﹤0.01% 986
2024
Q1 		$17.1K Sell
276
-143
-34% -$8.38K ﹤0.01% 781
2023
Q4 		$23.8K Buy
419
+275
+191% +$14.6K ﹤0.01% 652
2023
Q3 		$8K Buy
+144
New +$8.35K ﹤0.01% 853

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Venturi Wealth Management's CXT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Crane NXT (CXT) in Q1 2025, closing a stake of 1,639 shares — an estimated $95.4K sold.

Venturi Wealth Management first reported a position in CXT in Q3 2023 and held it in 6 quarters. The position peaked at $95.4K in Q4 2024. 333 funds tracked by Wall St. Rank hold CXT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Crane NXT position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,639 Crane NXT shares in Q1 2025, an estimated $95.4K.
  • Venturi Wealth Management first reported a position in Crane NXT in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Crane NXT position peaked at $95.4K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Crane NXT as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.