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Cornerstone Wealth Group’s SPX Corp SPXC Stock Holding History

Cornerstone Wealth Group’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
2020
Q1 		– Sell
-20,523
Closed -$1.04M – 152
2019
Q4 		$1.04M Sell
20,523
-140
-0.7% -$6.4K 0.28% 91
2019
Q3 		$827K Buy
+20,663
New +$763K 0.21% 89

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Cornerstone Wealth Group's SPXC Position: Q1 2020 in Review

Cornerstone Wealth Group sold out of SPX Corp (SPXC) in Q1 2020, closing a stake of 20,523 shares — an estimated $1.04M sold.

Cornerstone Wealth Group first reported a position in SPXC in Q3 2019 and held it in 2 quarters. The position peaked at $1.04M in Q4 2019. 201 funds tracked by Wall St. Rank hold SPXC as of Q1 2020.

  • Cornerstone Wealth Group reported no remaining SPX Corp position as of Q1 2020 after selling out during the quarter.
  • Cornerstone Wealth Group sold 20,523 SPX Corp shares in Q1 2020, an estimated $1.04M.
  • Cornerstone Wealth Group first reported a position in SPX Corp in Q3 2019 and held it in 2 quarters.
  • Cornerstone Wealth Group's SPX Corp position peaked at $1.04M in Q4 2019.
  • 201 funds tracked by Wall St. Rank held SPX Corp as of Q1 2020.

Based on Cornerstone Wealth Group's 13F filing for Q1 2020, filed 6 May 2020.