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Advisor Partners II’s SPX Corp SPXC Stock Holding History

Advisor Partners II’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$276K Sell
3,395
-24
-0.7% -$1.93K 0.01% 1003
2023
Q2 		$291K Sell
3,419
-24
-0.7% -$1.79K 0.01% 806
2023
Q1 		$243K Buy
3,443
+35
+1% +$2.48K 0.01% 836
2022
Q4 		$224K Buy
+3,408
New +$223K 0.01% 806

Other funds holding SPXC

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Advisor Partners II's SPXC Position: Q3 2023 in Review

Advisor Partners II reduced its SPX Corp (SPXC) stake by 0.7% in Q3 2023, selling an estimated $1.93K and leaving 3,395 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #1003.

Advisor Partners II first reported a position in SPXC in Q4 2022 and has held it in 4 quarters since. The position peaked at $291K in Q2 2023. 286 funds tracked by Wall St. Rank hold SPXC as of Q3 2023.

  • Advisor Partners II held 3,395 shares of SPX Corp worth $276K as of Q3 2023.
  • Advisor Partners II sold 24 SPX Corp shares in Q3 2023, an estimated $1.93K.
  • SPX Corp made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1003 holding.
  • Advisor Partners II first reported a position in SPX Corp in Q4 2022 and has held it in 4 quarters since.
  • Advisor Partners II's SPX Corp position peaked at $291K in Q2 2023.
  • 286 funds tracked by Wall St. Rank held SPX Corp as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.