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Legacy Financial Advisors’s Standex International SXI Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-47
Closed -$3K – 800
2019
Q1 		$3K Hold
47
– – ﹤0.01% 867
2018
Q4 		$3K Hold
47
– – ﹤0.01% 814
2018
Q3 		$4K Hold
47
– – ﹤0.01% 740
2018
Q2 		$5K Hold
47
– – ﹤0.01% 709
2018
Q1 		$4K Hold
47
– – ﹤0.01% 696
2017
Q4 		$4K Buy
+47
New +$4.85K ﹤0.01% 676

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Legacy Financial Advisors's SXI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Standex International (SXI) in Q2 2019, closing a stake of 47 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in SXI in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q2 2018. 151 funds tracked by Wall St. Rank hold SXI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Standex International position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 47 Standex International shares in Q2 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Standex International in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Standex International position peaked at $5K in Q2 2018.
  • 151 funds tracked by Wall St. Rank held Standex International as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.