Glassman Wealth Services’s Standex International SXI Stock Holding History

Glassman Wealth Services’s Portfolio SXI Stock Details SXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3	Closed	–	–	1972
2022 Q2	$0	Sell	3 -6	-67%	-$562	﹤0.01%	1979
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	1521
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	1506
2021 Q3	$1K	Buy	9 +6	+200%	+$571	﹤0.01%	1470
2021 Q2	$0	Buy	+3	New	+$291	﹤0.01%	1639
2020 Q1	–	Sell	-3	Closed	–	–	1540
2019 Q4	$0	Buy	+3	New	+$228	﹤0.01%	1471

Other funds holding SXI

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Glassman Wealth Services's SXI Position: Q3 2022 in Review

Glassman Wealth Services sold out of Standex International (SXI) in Q3 2022, closing a stake of 3 shares.

Glassman Wealth Services first reported a position in SXI in Q4 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 186 funds tracked by Wall St. Rank hold SXI as of Q3 2022.

Glassman Wealth Services reported no remaining Standex International position as of Q3 2022 after selling out during the quarter.
Glassman Wealth Services sold 3 Standex International shares in Q3 2022.
Glassman Wealth Services first reported a position in Standex International in Q4 2019 and held it in 6 quarters.
Glassman Wealth Services's Standex International position peaked at $1K in Q1 2022.
186 funds tracked by Wall St. Rank held Standex International as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.