Kore Private Wealth’s Standex International SXI Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-174	Closed	-$10K	–	978
2020 Q2	$10K	Hold	174	–	–	﹤0.01%	791
2020 Q1	$9K	Buy	+174	New	+$11.4K	﹤0.01%	712

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Kore Private Wealth's SXI Position: Q3 2020 in Review

Kore Private Wealth sold out of Standex International (SXI) in Q3 2020, closing a stake of 174 shares — an estimated $10K sold.

Kore Private Wealth first reported a position in SXI in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q2 2020. 151 funds tracked by Wall St. Rank hold SXI as of Q3 2020.

Kore Private Wealth reported no remaining Standex International position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 174 Standex International shares in Q3 2020, an estimated $10K.
Kore Private Wealth first reported a position in Standex International in Q1 2020 and held it in 2 quarters.
Kore Private Wealth's Standex International position peaked at $10K in Q2 2020.
151 funds tracked by Wall St. Rank held Standex International as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.