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Confluence Wealth Services’s Standex International SXI Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-131
Closed -$14K – 1044
2021
Q4 		$14K Buy
+131
New +$14.2K ﹤0.01% 829

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Confluence Wealth Services's SXI Position: Q1 2022 in Review

Confluence Wealth Services sold out of Standex International (SXI) in Q1 2022, closing a stake of 131 shares — an estimated $14K sold.

Confluence Wealth Services first reported a position in SXI in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 206 funds tracked by Wall St. Rank hold SXI as of Q1 2022.

  • Confluence Wealth Services reported no remaining Standex International position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 131 Standex International shares in Q1 2022, an estimated $14K.
  • Confluence Wealth Services first reported a position in Standex International in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Standex International position peaked at $14K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Standex International as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.