CWP
SXI icon

Concord Wealth Partners’s Standex International SXI Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-50
Closed -$5K – 1363
2022
Q1 		$5K Sell
50
-152
-75% -$15.9K ﹤0.01% 924
2021
Q4 		$22K Buy
202
+178
+742% +$19.3K 0.01% 626
2021
Q3 		$2K Sell
24
-85
-78% -$8.08K ﹤0.01% 782
2021
Q2 		$10K Buy
109
+35
+47% +$3.39K ﹤0.01% 630
2021
Q1 		$7K Buy
+74
New +$6.86K ﹤0.01% 633

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

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

Concord Wealth Partners sold out of Standex International (SXI) in Q2 2022, closing a stake of 50 shares — an estimated $5K sold.

Concord Wealth Partners first reported a position in SXI in Q1 2021 and held it in 5 quarters. The position peaked at $22K in Q4 2021. 194 funds tracked by Wall St. Rank hold SXI as of Q2 2022.

  • Concord Wealth Partners reported no remaining Standex International position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 50 Standex International shares in Q2 2022, an estimated $5K.
  • Concord Wealth Partners first reported a position in Standex International in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Standex International position peaked at $22K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Standex International as of Q2 2022.

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