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Center for Financial Planning’s Standex International SXI Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-28
Closed -$2K – 654
2022
Q3 		$2K Buy
+28
New +$2.5K ﹤0.01% 557

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Center for Financial Planning's SXI Position: Q4 2022 in Review

Center for Financial Planning sold out of Standex International (SXI) in Q4 2022, closing a stake of 28 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in SXI in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 195 funds tracked by Wall St. Rank hold SXI as of Q4 2022.

  • Center for Financial Planning reported no remaining Standex International position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 28 Standex International shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Standex International in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Standex International position peaked at $2K in Q3 2022.
  • 195 funds tracked by Wall St. Rank held Standex International as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.