HGWM
SPXC icon

Harvest Group Wealth Management’s SPX Corp SPXC Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-36
Closed -$2K – 616
2020
Q4 		$2K Hold
36
– – ﹤0.01% 384
2020
Q3 		$2K Hold
36
– – ﹤0.01% 381
2020
Q2 		$1K Hold
36
– – ﹤0.01% 419
2020
Q1 		$1K Sell
36
-15
-29% -$676 ﹤0.01% 432
2019
Q4 		$2K Hold
51
– – ﹤0.01% 668
2019
Q3 		$2K Hold
51
– – ﹤0.01% 763
2019
Q2 		$1K Hold
51
– – ﹤0.01% 810
2019
Q1 		$2K Buy
+51
New +$1.66K ﹤0.01% 679

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harvest Group Wealth Management's SPXC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of SPX Corp (SPXC) in Q1 2021, closing a stake of 36 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in SPXC in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2020. 218 funds tracked by Wall St. Rank hold SPXC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining SPX Corp position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 36 SPX Corp shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in SPX Corp in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's SPX Corp position peaked at $2K in Q4 2020.
  • 218 funds tracked by Wall St. Rank held SPX Corp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.