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Baron Silver Stevens Financial Advisors’s SPX Corp SPXC Stock Holding History

Baron Silver Stevens Financial Advisors’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
2021
Q1 		– Sell
-119
Closed -$6K – 402
2020
Q4 		$6K Buy
+119
New +$5.97K ﹤0.01% 304

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's SPXC Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of SPX Corp (SPXC) in Q1 2021, closing a stake of 119 shares — an estimated $6K sold.

Baron Silver Stevens Financial Advisors first reported a position in SPXC in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 218 funds tracked by Wall St. Rank hold SPXC as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining SPX Corp position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 119 SPX Corp shares in Q1 2021, an estimated $6K.
  • Baron Silver Stevens Financial Advisors first reported a position in SPX Corp in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's SPX Corp position peaked at $6K in Q4 2020.
  • 218 funds tracked by Wall St. Rank held SPX Corp as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.