Brand Asset Management Group’s SPX Corp SPXC Stock Holding History

Brand Asset Management Group’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 Q2	–	Sell	-1,141	Closed	-$66K	–	228
2021 Q1	$66K	Sell	1,141 -4,507	-80%	-$257K	0.03%	118
2020 Q4	$308K	Hold	5,648	–	–	0.17%	58
2020 Q3	$262K	Hold	5,648	–	–	0.16%	60
2020 Q2	$232K	Hold	5,648	–	–	0.15%	61
2020 Q1	$184K	Hold	5,648	–	–	0.14%	63
2019 Q4	$287K	Hold	5,648	–	–	0.18%	57
2019 Q3	$226K	Sell	5,648 -2,150	-28%	-$79.4K	0.15%	58
2019 Q2	$257K	Hold	7,798	–	–	0.17%	56
2019 Q1	$271K	Sell	7,798 -1,547	-17%	-$50.3K	0.18%	54
2018 Q4	$262K	Hold	9,345	–	–	0.21%	50
2018 Q3	$311K	Sell	9,345 -2,195	-19%	-$77.3K	0.23%	50
2018 Q2	$404K	Buy	+11,540	New	+$391K	0.31%	41

Other funds holding SPXC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return