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Accurate Wealth Management’s Standex International SXI Stock Holding History

Accurate Wealth Management’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7
Closed -$733 – 1303
2022
Q4 		$733 Buy
+7
New +$687 ﹤0.01% 1438

Other funds holding SXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accurate Wealth Management's SXI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Standex International (SXI) in Q1 2023, closing a stake of 7 shares — an estimated $733 sold.

Accurate Wealth Management first reported a position in SXI in Q4 2022 and held it in 1 quarter. The position peaked at $733 in Q4 2022. 192 funds tracked by Wall St. Rank hold SXI as of Q1 2023.

  • Accurate Wealth Management reported no remaining Standex International position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 7 Standex International shares in Q1 2023, an estimated $733.
  • Accurate Wealth Management first reported a position in Standex International in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Standex International position peaked at $733 in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Standex International as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.