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Kingsview Wealth Management’s Standex International SXI Stock Holding History

Kingsview 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
2023
Q4 		– Sell
-1,783
Closed -$260K – 1022
2023
Q3 		$260K Sell
1,783
-132
-7% -$19.7K 0.01% 804
2023
Q2 		$271K Buy
+1,915
New +$253K 0.01% 773

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Kingsview Wealth Management's SXI Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Standex International (SXI) in Q4 2023, closing a stake of 1,783 shares — an estimated $260K sold.

Kingsview Wealth Management first reported a position in SXI in Q2 2023 and held it in 2 quarters. The position peaked at $271K in Q2 2023. 222 funds tracked by Wall St. Rank hold SXI as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Standex International position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,783 Standex International shares in Q4 2023, an estimated $260K.
  • Kingsview Wealth Management first reported a position in Standex International in Q2 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's Standex International position peaked at $271K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Standex International as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.