HBK Sorce Advisory’s Standex International SXI Stock Holding History

HBK Sorce Advisory’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
2023 Q1	–	Sell	-210,000	Closed	-$185K	–	800
2022 Q4	$185K	Buy	210,000 +105,000	+100%	+$10.3M	0.01%	659
2022 Q3	$93K	Buy	+105,000	New	+$9.38M	0.01%	495

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Sorce Advisory's SXI Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Standex International (SXI) in Q1 2023, closing a stake of 210,000 shares — an estimated $185K sold.

HBK Sorce Advisory first reported a position in SXI in Q3 2022 and held it in 2 quarters. The position peaked at $185K in Q4 2022. 192 funds tracked by Wall St. Rank hold SXI as of Q1 2023.

HBK Sorce Advisory reported no remaining Standex International position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 210,000 Standex International shares in Q1 2023, an estimated $185K.
HBK Sorce Advisory first reported a position in Standex International in Q3 2022 and held it in 2 quarters.
HBK Sorce Advisory's Standex International position peaked at $185K in Q4 2022.
192 funds tracked by Wall St. Rank held Standex International as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.