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Harvest Group Wealth Management’s Standex International SXI Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-8
Closed -$1K – 632
2020
Q4 		$1K Hold
8
– – ﹤0.01% 555
2020
Q3 		$0 Hold
8
– – ﹤0.01% 814
2020
Q2 		$0 Hold
8
– – ﹤0.01% 824
2020
Q1 		$0 Buy
+8
New +$525 ﹤0.01% 968
2019
Q3 		– Sell
-15
Closed -$1K – 1125
2019
Q2 		$1K Buy
+15
New +$1.06K ﹤0.01% 813

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Standex International (SXI) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SXI in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 174 funds tracked by Wall St. Rank hold SXI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Standex International position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 8 Standex International shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Standex International in Q2 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Standex International position peaked at $1K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held Standex International as of Q1 2021.

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