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Glassman Wealth Services’s SPX Corp SPXC Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-7
Closed -$707 – 1580
2023
Q4 		$707 Hold
7
– – ﹤0.01% 1635
2023
Q3 		$570 Hold
7
– – ﹤0.01% 1707
2023
Q2 		$595 Hold
7
– – ﹤0.01% 1595
2023
Q1 		$494 Hold
7
– – ﹤0.01% 1618
2022
Q4 		$460 Hold
7
– – ﹤0.01% 1646
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1963
2022
Q2 		$0 Buy
7
+4
+133% +$193 ﹤0.01% 1973
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1933
2021
Q4 		$0 Hold
3
– – ﹤0.01% 1895
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1795
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1632
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1620
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1507
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1485
2020
Q2 		$0 Buy
+3
New +$113 ﹤0.01% 1508

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's SPXC Position: Q1 2024 in Review

Glassman Wealth Services sold out of SPX Corp (SPXC) in Q1 2024, closing a stake of 7 shares — an estimated $707 sold.

Glassman Wealth Services first reported a position in SPXC in Q2 2020 and held it in 15 quarters. The position peaked at $707 in Q4 2023. 332 funds tracked by Wall St. Rank hold SPXC as of Q1 2024.

  • Glassman Wealth Services reported no remaining SPX Corp position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 7 SPX Corp shares in Q1 2024, an estimated $707.
  • Glassman Wealth Services first reported a position in SPX Corp in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's SPX Corp position peaked at $707 in Q4 2023.
  • 332 funds tracked by Wall St. Rank held SPX Corp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.