BerganKDV Wealth Management’s Standex International SXI Stock Holding History

BerganKDV 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
2022 Q4	–	Sell	-133	Closed	-$11K	–	1105
2022 Q3	$11K	Hold	133	–	–	﹤0.01%	563
2022 Q2	$11K	Hold	133	–	–	﹤0.01%	581
2022 Q1	$13K	Hold	133	–	–	﹤0.01%	581
2021 Q4	$15K	Hold	133	–	–	﹤0.01%	590
2021 Q3	$13K	Hold	133	–	–	﹤0.01%	600
2021 Q2	$13K	Hold	133	–	–	﹤0.01%	570
2021 Q1	$13K	Hold	133	–	–	﹤0.01%	547
2020 Q4	$10K	Hold	133	–	–	﹤0.01%	576
2020 Q3	$8K	Hold	133	–	–	﹤0.01%	538
2020 Q2	$8K	Hold	133	–	–	﹤0.01%	573
2020 Q1	$7K	Hold	133	–	–	﹤0.01%	543
2019 Q4	$11K	Hold	133	–	–	﹤0.01%	522
2019 Q3	$10K	Hold	133	–	–	﹤0.01%	505
2019 Q2	$10K	Hold	133	–	–	﹤0.01%	521
2019 Q1	$10K	Hold	133	–	–	﹤0.01%	533
2018 Q4	$9K	Hold	133	–	–	﹤0.01%	503
2018 Q3	$14K	Hold	133	–	–	﹤0.01%	451
2018 Q2	$14K	Buy	+133	New	+$13.3K	﹤0.01%	460

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BerganKDV Wealth Management's SXI Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Standex International (SXI) in Q4 2022, closing a stake of 133 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in SXI in Q2 2018 and held it in 18 quarters. The position peaked at $15K in Q4 2021. 195 funds tracked by Wall St. Rank hold SXI as of Q4 2022.

BerganKDV Wealth Management reported no remaining Standex International position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 133 Standex International shares in Q4 2022, an estimated $11K.
BerganKDV Wealth Management first reported a position in Standex International in Q2 2018 and held it in 18 quarters.
BerganKDV Wealth Management's Standex International position peaked at $15K in Q4 2021.
195 funds tracked by Wall St. Rank held Standex International as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.