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BOK Financial Private Wealth’s Standex International SXI Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-18
Closed -$2.85K – 540
2023
Q4 		$2.85K Buy
+18
New +$2.59K ﹤0.01% 429

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BOK Financial Private Wealth's SXI Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Standex International (SXI) in Q1 2024, closing a stake of 18 shares — an estimated $2.85K sold.

BOK Financial Private Wealth first reported a position in SXI in Q4 2023 and held it in 1 quarter. The position peaked at $2.85K in Q4 2023. 242 funds tracked by Wall St. Rank hold SXI as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Standex International position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 18 Standex International shares in Q1 2024, an estimated $2.85K.
  • BOK Financial Private Wealth first reported a position in Standex International in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Standex International position peaked at $2.85K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Standex International as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.