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Avior Wealth Management’s Standex International SXI Stock Holding History

Avior 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
2024
Q2 		– Sell
-11
Closed -$2K – 3564
2024
Q1 		$2K Buy
+11
New +$1.78K ﹤0.01% 2272

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
Neuberger Berman Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's SXI Position: Q2 2024 in Review

Avior Wealth Management sold out of Standex International (SXI) in Q2 2024, closing a stake of 11 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in SXI in Q1 2024 and held it in 1 quarter. The position peaked at $2K in Q1 2024. 229 funds tracked by Wall St. Rank hold SXI as of Q2 2024.

  • Avior Wealth Management reported no remaining Standex International position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11 Standex International shares in Q2 2024, an estimated $2K.
  • Avior Wealth Management first reported a position in Standex International in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Standex International position peaked at $2K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Standex International as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.