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Concourse Financial Group Securities’s SPX Corp SPXC Stock Holding History

Concourse Financial Group Securities’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
Q3 		– Sell
-69
Closed -$3.95K – 2262
2022
Q2 		$4K Buy
+69
New +$3.33K ﹤0.01% 1922

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concourse Financial Group Securities's SPXC Position: Q3 2022 in Review

Concourse Financial Group Securities sold out of SPX Corp (SPXC) in Q3 2022, closing a stake of 69 shares — an estimated $3.95K sold.

Concourse Financial Group Securities first reported a position in SPXC in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 216 funds tracked by Wall St. Rank hold SPXC as of Q3 2022.

  • Concourse Financial Group Securities reported no remaining SPX Corp position as of Q3 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 69 SPX Corp shares in Q3 2022, an estimated $3.95K.
  • Concourse Financial Group Securities first reported a position in SPX Corp in Q2 2022 and held it in 1 quarter.
  • Concourse Financial Group Securities's SPX Corp position peaked at $4K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held SPX Corp as of Q3 2022.

Based on Concourse Financial Group Securities's 13F filing for Q3 2022, filed 15 Nov 2022.