FORA Capital’s SPX Corp SPXC Stock Holding History

FORA Capital’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
2021 Q2	–	Sell	-272	Closed	-$16K	–	1130
2021 Q1	$16K	Buy	+272	New	+$15.5K	0.01%	720
2020 Q4	–	Sell	-551	Closed	-$26K	–	1127
2020 Q3	$26K	Buy	+551	New	+$23.2K	0.02%	543

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 Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FORA Capital's SPXC Position: Q2 2021 in Review

FORA Capital sold out of SPX Corp (SPXC) in Q2 2021, closing a stake of 272 shares — an estimated $16K sold.

FORA Capital first reported a position in SPXC in Q3 2020 and held it in 2 quarters. The position peaked at $26K in Q3 2020. 216 funds tracked by Wall St. Rank hold SPXC as of Q2 2021.

FORA Capital reported no remaining SPX Corp position as of Q2 2021 after selling out during the quarter.
FORA Capital sold 272 SPX Corp shares in Q2 2021, an estimated $16K.
FORA Capital first reported a position in SPX Corp in Q3 2020 and held it in 2 quarters.
FORA Capital's SPX Corp position peaked at $26K in Q3 2020.
216 funds tracked by Wall St. Rank held SPX Corp as of Q2 2021.

Based on FORA Capital's 13F filing for Q2 2021, filed 16 Aug 2021.