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IBEX Wealth Advisors’s Standex International SXI Stock Holding History

IBEX Wealth Advisors’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
2025
Q1 		– Sell
-1,527
Closed -$285K – 200
2024
Q4 		$285K Buy
+1,527
New +$295K 0.03% 184
2024
Q3 		– Sell
-1,359
Closed -$219K – 251
2024
Q2 		$219K Buy
+1,359
New +$230K 0.03% 127

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IBEX Wealth Advisors's SXI Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Standex International (SXI) in Q1 2025, closing a stake of 1,527 shares — an estimated $285K sold.

IBEX Wealth Advisors first reported a position in SXI in Q2 2024 and held it in 2 quarters. The position peaked at $285K in Q4 2024. 241 funds tracked by Wall St. Rank hold SXI as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining Standex International position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,527 Standex International shares in Q1 2025, an estimated $285K.
  • IBEX Wealth Advisors first reported a position in Standex International in Q2 2024 and held it in 2 quarters.
  • IBEX Wealth Advisors's Standex International position peaked at $285K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Standex International as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.