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AWS
Atria Wealth Solutions’s
Standex International
SXI
Stock Holding History
Atria Wealth Solutions’s Portfolio
SXI Stock Details
SXI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$267K
Sell
1,709
-18
-1%
-$2.7K
0.01%
1215
2025
Q1
$279K
Sell
1,727
-545
-24%
-$99.9K
﹤0.01%
1515
2024
Q4
$425K
Sell
2,272
-58
-2%
-$11.2K
﹤0.01%
1354
2024
Q3
$426K
Sell
2,330
-262
-10%
-$45.6K
﹤0.01%
1315
2024
Q2
$418K
Sell
2,592
-695
-21%
-$118K
﹤0.01%
1320
2024
Q1
$599K
Buy
3,287
+112
+4%
+$18.1K
0.01%
1177
2023
Q4
$503K
Buy
3,175
+108
+4%
+$15.5K
0.01%
1207
2023
Q3
$447K
Buy
3,067
+110
+4%
+$16.4K
0.01%
1180
2023
Q2
$418K
Sell
2,957
-165
-5%
-$21.8K
0.01%
1245
2023
Q1
$382K
Buy
3,122
+44
+1%
+$5.01K
0.01%
1293
2022
Q4
$315K
Buy
3,078
+508
+20%
+$49.8K
0.01%
1334
2022
Q3
$210K
Sell
2,570
-15
-0.6%
-$1.34K
﹤0.01%
1527
2022
Q2
$219K
Sell
2,585
-35
-1%
-$3.28K
﹤0.01%
1405
2022
Q1
$262K
Buy
+2,620
New
+$274K
﹤0.01%
1392
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1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
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1-Year Est. Return
WA
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$15.3B AUM
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1-Year Est. Return
CIP
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$7.88B AUM
6.82%
1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
CCM
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$4.5B AUM
18.67%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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$30.5B AUM
29.95%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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