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Wetzel Investment Advisors’s Crane NXT CXT Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-242
Closed -$14.8K – 287
2024
Q2 		$14.8K Buy
242
+25
+12% +$1.53K 0.01% 394
2024
Q1 		$13.3K Hold
217
– – 0.01% 461
2023
Q4 		$12K Buy
+217
New +$11.5K 0.01% 478

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wetzel Investment Advisors's CXT Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Crane NXT (CXT) in Q3 2024, closing a stake of 242 shares — an estimated $14.8K sold.

Wetzel Investment Advisors first reported a position in CXT in Q4 2023 and held it in 3 quarters. The position peaked at $14.8K in Q2 2024. 355 funds tracked by Wall St. Rank hold CXT as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Crane NXT position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 242 Crane NXT shares in Q3 2024, an estimated $14.8K.
  • Wetzel Investment Advisors first reported a position in Crane NXT in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Crane NXT position peaked at $14.8K in Q2 2024.
  • 355 funds tracked by Wall St. Rank held Crane NXT as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.