First Personal Financial Services’s SPX Corp SPXC Stock Holding History

First Personal Financial Services’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
2024 Q3	$136K	Hold	856	–	–	0.03%	144
2024 Q2	$122K	Hold	856	–	–	0.03%	145
2024 Q1	$105K	Hold	856	–	–	0.02%	150
2023 Q4	$86.5K	Hold	856	–	–	0.02%	167
2023 Q3	$69.7K	Hold	856	–	–	0.02%	177
2023 Q2	$72.7K	Hold	856	–	–	0.02%	181
2023 Q1	$60.4K	Hold	856	–	–	0.02%	189
2022 Q4	$56.2K	Hold	856	–	–	0.02%	196
2022 Q3	$47K	Hold	856	–	–	0.01%	200
2022 Q2	$45K	Hold	856	–	–	0.01%	180
2022 Q1	$42K	Hold	856	–	–	0.01%	209
2021 Q4	$51K	Hold	856	–	–	0.01%	192
2021 Q3	$46K	Hold	856	–	–	0.01%	198
2021 Q2	$52K	Hold	856	–	–	0.01%	197
2021 Q1	$50K	Hold	856	–	–	0.01%	190
2020 Q4	$47K	Hold	856	–	–	0.01%	190
2020 Q3	$40K	Hold	856	–	–	0.01%	197
2020 Q2	$35K	Hold	856	–	–	0.01%	208
2020 Q1	$28K	Hold	856	–	–	0.01%	212
2019 Q4	$44K	Hold	856	–	–	0.01%	203
2019 Q3	$34K	Hold	856	–	–	0.01%	282
2019 Q2	$28K	Hold	856	–	–	0.01%	363
2019 Q1	$30K	Hold	856	–	–	0.01%	348
2018 Q4	$24K	Hold	856	–	–	0.01%	354
2018 Q3	$29K	Hold	856	–	–	0.01%	358
2018 Q2	$30K	Sell	856 -991	-54%	-$33.6K	0.01%	344
2018 Q1	$60K	Hold	1,847	–	–	0.01%	405
2017 Q4	$58K	Hold	1,847	–	–	0.01%	443
2017 Q3	$54K	Hold	1,847	–	–	0.01%	406
2017 Q2	$46K	Hold	1,847	–	–	0.01%	442
2017 Q1	$45K	Hold	1,847	–	–	0.01%	416
2016 Q4	$44K	Hold	1,847	–	–	0.01%	402
2016 Q3	$37K	Buy	+1,847	New	+$32.7K	0.01%	330

Other funds holding SPXC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Personal Financial Services's SPXC Position: Q3 2024 in Review

First Personal Financial Services held its SPX Corp (SPXC) position steady in Q3 2024 at 856 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #144.

First Personal Financial Services first reported a position in SPXC in Q3 2016 and has held it in 33 quarters since. 375 funds tracked by Wall St. Rank hold SPXC as of Q3 2024.

First Personal Financial Services held 856 shares of SPX Corp worth $136K as of Q3 2024.
First Personal Financial Services left its SPX Corp share count unchanged in Q3 2024.
SPX Corp made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #144 holding.
First Personal Financial Services first reported a position in SPX Corp in Q3 2016 and has held it in 33 quarters since.
375 funds tracked by Wall St. Rank held SPX Corp as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.