Castle Financial & Retirement Planning Associates’s SPX Corp SPXC Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$2K	Buy	+34	New	+$2.06K	0.01%	170

Other funds holding SPXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CCM

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

SBH

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

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

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's SPXC Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in SPX Corp (SPXC) in Q4 2021: 34 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings.

236 funds tracked by Wall St. Rank hold SPXC as of Q4 2021.

Castle Financial & Retirement Planning Associates held 34 shares of SPX Corp worth $2K as of Q4 2021.
SPX Corp was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
SPX Corp made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #170 holding.
236 funds tracked by Wall St. Rank held SPX Corp as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.