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CPG
Cornerstone Planning Group’s
Standex International
SXI
Stock Holding History
Cornerstone Planning Group’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
2026
Q1
$29.9K
Buy
116
+1
+0.9%
+$251
﹤0.01%
544
2025
Q4
$27.9K
Buy
115
+68
+145%
+$15.8K
﹤0.01%
501
2025
Q3
$3.22K
Buy
47
+22
+88%
+$4.16K
﹤0.01%
1057
2025
Q2
$4.85K
Sell
25
-23
-48%
-$3.45K
﹤0.01%
733
2025
Q1
$6.46K
Buy
48
+35
+269%
+$6.42K
﹤0.01%
666
2024
Q4
$2.43K
Hold
13
–
–
﹤0.01%
739
2024
Q3
$2.37K
Hold
13
–
–
﹤0.01%
730
2024
Q2
$2.23K
Hold
13
–
–
﹤0.01%
735
2024
Q1
$2.27K
Hold
13
–
–
﹤0.01%
641
2023
Q4
$2.06K
Hold
13
–
–
﹤0.01%
630
2023
Q3
$1.89K
Sell
13
-42
-76%
-$6.25K
﹤0.01%
672
2023
Q2
$7.78K
Buy
+55
New
+$7.26K
﹤0.01%
751
2022
Q4
$5.88K
Buy
+55
New
+$5.4K
﹤0.01%
813
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30.48%
1-Year Est. Return
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$15.3B AUM
25.06%
1-Year Est. Return
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$131B AUM
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1-Year Est. Return
VPM
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$1.91T AUM
VCM
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$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Dallas, Texas
$30.5B AUM
29.95%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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