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Better Money Decisions’s SPX Corp SPXC Stock Holding History

Better Money Decisions’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
Q4 		– Sell
-146
Closed -$8K – 503
2021
Q3 		$8K Hold
146
– – 0.01% 450
2021
Q2 		$9K Hold
146
– – 0.01% 402
2021
Q1 		$9K Buy
+146
New +$8.31K 0.01% 362

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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Better Money Decisions's SPXC Position: Q4 2021 in Review

Better Money Decisions sold out of SPX Corp (SPXC) in Q4 2021, closing a stake of 146 shares — an estimated $8K sold.

Better Money Decisions first reported a position in SPXC in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 236 funds tracked by Wall St. Rank hold SPXC as of Q4 2021.

  • Better Money Decisions reported no remaining SPX Corp position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 146 SPX Corp shares in Q4 2021, an estimated $8K.
  • Better Money Decisions first reported a position in SPX Corp in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's SPX Corp position peaked at $9K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held SPX Corp as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.