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Advisornet Financial’s SPX Corp SPXC Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-12
Closed -$1.21K – 2471
2023
Q4 		$1.21K Buy
12
+3
+33% +$260 ﹤0.01% 1836
2023
Q3 		$733 Sell
9
-2
-18% -$161 ﹤0.01% 1881
2023
Q2 		$935 Hold
11
– – ﹤0.01% 1901
2023
Q1 		$776 Buy
11
+4
+57% +$284 ﹤0.01% 1955
2022
Q4 		$460 Buy
+7
New +$458 ﹤0.01% 2053
2020
Q4 		– Sell
-75
Closed -$3K – 1848
2020
Q3 		$3K Hold
75
– – ﹤0.01% 1517
2020
Q2 		$3K Hold
75
– – ﹤0.01% 1548
2020
Q1 		$2K Hold
75
– – ﹤0.01% 1597
2019
Q4 		$4K Hold
75
– – ﹤0.01% 1599
2019
Q3 		$3K Buy
+75
New +$2.77K ﹤0.01% 1647

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return