CPA
SPXC icon

Capital Performance Advisors’s SPX Corp SPXC Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-23
Closed -$3.67K – 2336
2024
Q3 		$3.67K Buy
+23
New +$3.47K ﹤0.01% 1255

Other funds holding SPXC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Performance Advisors's SPXC Position: Q4 2024 in Review

Capital Performance Advisors sold out of SPX Corp (SPXC) in Q4 2024, closing a stake of 23 shares — an estimated $3.67K sold.

Capital Performance Advisors first reported a position in SPXC in Q3 2024 and held it in 1 quarter. The position peaked at $3.67K in Q3 2024. 372 funds tracked by Wall St. Rank hold SPXC as of Q4 2024.

  • Capital Performance Advisors reported no remaining SPX Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 23 SPX Corp shares in Q4 2024, an estimated $3.67K.
  • Capital Performance Advisors first reported a position in SPX Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's SPX Corp position peaked at $3.67K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held SPX Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.