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Wealthspire Advisors (Maryland)’s Crane NXT CXT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,630
Closed -$48K – 821
2019
Q1 		$48K Buy
1,630
+573
+54% +$16.2K ﹤0.01% 914
2018
Q4 		$26K Buy
1,057
+274
+35% +$8.15K ﹤0.01% 1108
2018
Q3 		$27K Sell
783
-176
-18% -$5.47K ﹤0.01% 1184
2018
Q2 		$27K Buy
959
+570
+147% +$17.2K ﹤0.01% 1194
2018
Q1 		$13K Hold
389
– – ﹤0.01% 1450
2017
Q4 		$12K Buy
389
+118
+44% +$3.45K ﹤0.01% 1511
2017
Q3 		$8K Buy
271
+150
+124% +$4.02K ﹤0.01% 1642
2017
Q2 		$3K Sell
121
-3
-2% -$81 ﹤0.01% 1881
2017
Q1 		$3K Buy
124
+12
+11% +$307 ﹤0.01% 1615
2016
Q4 		$3K Hold
112
– – ﹤0.01% 1468
2016
Q3 		$2K Hold
112
– – ﹤0.01% 1537
2016
Q2 		$2K Hold
112
– – ﹤0.01% 1498
2016
Q1 		$2K Hold
112
– – ﹤0.01% 1518
2015
Q4 		$2K Buy
+112
New +$1.94K ﹤0.01% 1515

Other funds holding CXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CXT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Crane NXT (CXT) in Q2 2019, closing a stake of 1,630 shares — an estimated $48K sold.

Wealthspire Advisors (Maryland) first reported a position in CXT in Q4 2015 and held it in 14 quarters. The position peaked at $48K in Q1 2019. 347 funds tracked by Wall St. Rank hold CXT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Crane NXT position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,630 Crane NXT shares in Q2 2019, an estimated $48K.
  • Wealthspire Advisors (Maryland) first reported a position in Crane NXT in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Crane NXT position peaked at $48K in Q1 2019.
  • 347 funds tracked by Wall St. Rank held Crane NXT as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.