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Bruce G. Allen Investments’s SPX Corp SPXC Stock Holding History

Bruce G. Allen Investments’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
2024
Q1 		– Sell
-47
Closed -$4.75K – 1026
2023
Q4 		$4.75K Buy
+47
New +$4.07K ﹤0.01% 595

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bruce G. Allen Investments's SPXC Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of SPX Corp (SPXC) in Q1 2024, closing a stake of 47 shares — an estimated $4.75K sold.

Bruce G. Allen Investments first reported a position in SPXC in Q4 2023 and held it in 1 quarter. The position peaked at $4.75K in Q4 2023. 332 funds tracked by Wall St. Rank hold SPXC as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining SPX Corp position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 47 SPX Corp shares in Q1 2024, an estimated $4.75K.
  • Bruce G. Allen Investments first reported a position in SPX Corp in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's SPX Corp position peaked at $4.75K in Q4 2023.
  • 332 funds tracked by Wall St. Rank held SPX Corp as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.