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Graves Light Lenhart Wealth’s Standex International SXI Stock Holding History

Graves Light Lenhart Wealth’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
2021
Q3 		– Sell
-72
Closed -$7K – 772
2021
Q2 		$7K Sell
72
-5
-6% -$485 ﹤0.01% 607
2021
Q1 		$7K Hold
77
– – ﹤0.01% 621
2020
Q4 		$6K Buy
+77
New +$5.49K ﹤0.01% 607

Other funds holding SXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Graves Light Lenhart Wealth's SXI Position: Q3 2021 in Review

Graves Light Lenhart Wealth sold out of Standex International (SXI) in Q3 2021, closing a stake of 72 shares — an estimated $7K sold.

Graves Light Lenhart Wealth first reported a position in SXI in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 179 funds tracked by Wall St. Rank hold SXI as of Q3 2021.

  • Graves Light Lenhart Wealth reported no remaining Standex International position as of Q3 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 72 Standex International shares in Q3 2021, an estimated $7K.
  • Graves Light Lenhart Wealth first reported a position in Standex International in Q4 2020 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's Standex International position peaked at $7K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held Standex International as of Q3 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.