Concord Wealth Partners’s SPX Corp SPXC Stock Holding History

Concord Wealth Partners’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
2022 Q2	–	Sell	-37	Closed	-$2K	–	1359
2022 Q1	$2K	Buy	+37	New	+$1.92K	﹤0.01%	1137

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's SPXC Position: Q2 2022 in Review

Concord Wealth Partners sold out of SPX Corp (SPXC) in Q2 2022, closing a stake of 37 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in SPXC in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 219 funds tracked by Wall St. Rank hold SPXC as of Q2 2022.

Concord Wealth Partners reported no remaining SPX Corp position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 37 SPX Corp shares in Q2 2022, an estimated $2K.
Concord Wealth Partners first reported a position in SPX Corp in Q1 2022 and held it in 1 quarter.
Concord Wealth Partners's SPX Corp position peaked at $2K in Q1 2022.
219 funds tracked by Wall St. Rank held SPX Corp as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.