AdvisorShares Investments’s Standex International SXI Stock Holding History

AdvisorShares Investments’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 Q4	–	Sell	-2,620	Closed	-$382K	–	314
2023 Q3	$382K	Buy	+2,620	New	+$390K	0.1%	139

Other funds holding SXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AdvisorShares Investments's SXI Position: Q4 2023 in Review

AdvisorShares Investments sold out of Standex International (SXI) in Q4 2023, closing a stake of 2,620 shares — an estimated $382K sold.

AdvisorShares Investments first reported a position in SXI in Q3 2023 and held it in 1 quarter. The position peaked at $382K in Q3 2023. 222 funds tracked by Wall St. Rank hold SXI as of Q4 2023.

AdvisorShares Investments reported no remaining Standex International position as of Q4 2023 after selling out during the quarter.
AdvisorShares Investments sold 2,620 Standex International shares in Q4 2023, an estimated $382K.
AdvisorShares Investments first reported a position in Standex International in Q3 2023 and held it in 1 quarter.
AdvisorShares Investments's Standex International position peaked at $382K in Q3 2023.
222 funds tracked by Wall St. Rank held Standex International as of Q4 2023.

Based on AdvisorShares Investments's 13F filing for Q4 2023, filed 13 Feb 2024.