Focused Wealth Management’s SPX Corp SPXC Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-112	Closed	-$11.3K	–	864
2023 Q4	$11.3K	Buy	+112	New	+$9.69K	﹤0.01%	526

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's SPXC Position: Q1 2024 in Review

Focused Wealth Management sold out of SPX Corp (SPXC) in Q1 2024, closing a stake of 112 shares — an estimated $11.3K sold.

Focused Wealth Management first reported a position in SPXC in Q4 2023 and held it in 1 quarter. The position peaked at $11.3K in Q4 2023. 332 funds tracked by Wall St. Rank hold SPXC as of Q1 2024.

Focused Wealth Management reported no remaining SPX Corp position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 112 SPX Corp shares in Q1 2024, an estimated $11.3K.
Focused Wealth Management first reported a position in SPX Corp in Q4 2023 and held it in 1 quarter.
Focused Wealth Management's SPX Corp position peaked at $11.3K in Q4 2023.
332 funds tracked by Wall St. Rank held SPX Corp as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.