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Baker Avenue Asset Management’s SPX Corp SPXC Stock Holding History

Baker Avenue Asset Management’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
Q4 		– Sell
-16
Closed -$1.3K – 1328
2023
Q3 		$1.3K Hold
16
– – ﹤0.01% 1224
2023
Q2 		$1.36K Hold
16
– – ﹤0.01% 1081
2023
Q1 		$1.13K Hold
16
– – ﹤0.01% 1142
2022
Q4 		$1.05K Buy
+16
New +$1.05K ﹤0.01% 1084

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Avenue Asset Management's SPXC Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of SPX Corp (SPXC) in Q4 2023, closing a stake of 16 shares — an estimated $1.3K sold.

Baker Avenue Asset Management first reported a position in SPXC in Q4 2022 and held it in 4 quarters. The position peaked at $1.36K in Q2 2023. 288 funds tracked by Wall St. Rank hold SPXC as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining SPX Corp position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 16 SPX Corp shares in Q4 2023, an estimated $1.3K.
  • Baker Avenue Asset Management first reported a position in SPX Corp in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's SPX Corp position peaked at $1.36K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held SPX Corp as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.