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Financial Gravity Asset Management’s DXP Enterprises DXPE Stock Holding History

Financial Gravity Asset Management’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1
Closed – – 793
2020
Q4 		$0 Buy
+1
New +$20 ﹤0.01% 523
2020
Q1 		– Sell
-1
Closed -$40K – 1176
2019
Q4 		$40K Hold
1
– – 0.03% 741
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1277
2019
Q2 		$0 Hold
1
– – ﹤0.01% 1324
2019
Q1 		$0 Buy
+1
New +$35 ﹤0.01% 1365
2018
Q3 		$0 Hold
1
– – ﹤0.01% 1445
2018
Q2 		$0 Hold
1
– – ﹤0.01% 1457
2018
Q1 		$0 Buy
+1
New +$33 ﹤0.01% 1415

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Asset Management's DXPE Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of DXP Enterprises (DXPE) in Q1 2021, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in DXPE in Q1 2018 and held it in 8 quarters. The position peaked at $40K in Q4 2019. 113 funds tracked by Wall St. Rank hold DXPE as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining DXP Enterprises position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 DXP Enterprises share in Q1 2021.
  • Financial Gravity Asset Management first reported a position in DXP Enterprises in Q1 2018 and held it in 8 quarters.
  • Financial Gravity Asset Management's DXP Enterprises position peaked at $40K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.