Crewe Advisors’s Standex International SXI Stock Holding History

Crewe Advisors’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
2023 Q2	–	Sell	-201	Closed	-$24.6K	–	999
2023 Q1	$24.6K	Hold	201	–	–	﹤0.01%	392
2022 Q4	$20.6K	Hold	201	–	–	﹤0.01%	415
2022 Q3	$16K	Hold	201	–	–	﹤0.01%	535
2022 Q2	$17K	Buy	+201	New	+$18.8K	﹤0.01%	469

Other funds holding SXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crewe Advisors's SXI Position: Q2 2023 in Review

Crewe Advisors sold out of Standex International (SXI) in Q2 2023, closing a stake of 201 shares — an estimated $24.6K sold.

Crewe Advisors first reported a position in SXI in Q2 2022 and held it in 4 quarters. The position peaked at $24.6K in Q1 2023. 210 funds tracked by Wall St. Rank hold SXI as of Q2 2023.

Crewe Advisors reported no remaining Standex International position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 201 Standex International shares in Q2 2023, an estimated $24.6K.
Crewe Advisors first reported a position in Standex International in Q2 2022 and held it in 4 quarters.
Crewe Advisors's Standex International position peaked at $24.6K in Q1 2023.
210 funds tracked by Wall St. Rank held Standex International as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.