CPA
SXI icon

Capital Performance Advisors’s Standex International SXI Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-14
Closed -$2.56K – 2391
2024
Q3 		$2.56K Buy
+14
New +$2.43K ﹤0.01% 1443

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Capital Performance Advisors sold out of Standex International (SXI) in Q4 2024, closing a stake of 14 shares — an estimated $2.56K sold.

Capital Performance Advisors first reported a position in SXI in Q3 2024 and held it in 1 quarter. The position peaked at $2.56K in Q3 2024. 243 funds tracked by Wall St. Rank hold SXI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Standex International position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 14 Standex International shares in Q4 2024, an estimated $2.56K.
  • Capital Performance Advisors first reported a position in Standex International in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Standex International position peaked at $2.56K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Standex International as of Q4 2024.

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