Lido Advisors
NX icon

Lido Advisors’s Quanex NX Stock Holding History

Lido Advisors’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,272
Closed -$330K – 1277
2023
Q2 		$330K Sell
12,272
-4,594
-27% -$102K ﹤0.01% 883
2023
Q1 		$363K Buy
16,866
+111
+0.7% +$2.66K ﹤0.01% 809
2022
Q4 		$397K Buy
16,755
+1,029
+7% +$23.2K ﹤0.01% 689
2022
Q3 		$285K Buy
+15,726
New +$356K ﹤0.01% 768

Other funds holding NX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lido Advisors's NX Position: Q3 2023 in Review

Lido Advisors sold out of Quanex (NX) in Q3 2023, closing a stake of 12,272 shares — an estimated $330K sold.

Lido Advisors first reported a position in NX in Q3 2022 and held it in 4 quarters. The position peaked at $397K in Q4 2022. 178 funds tracked by Wall St. Rank hold NX as of Q3 2023.

  • Lido Advisors reported no remaining Quanex position as of Q3 2023 after selling out during the quarter.
  • Lido Advisors sold 12,272 Quanex shares in Q3 2023, an estimated $330K.
  • Lido Advisors first reported a position in Quanex in Q3 2022 and held it in 4 quarters.
  • Lido Advisors's Quanex position peaked at $397K in Q4 2022.
  • 178 funds tracked by Wall St. Rank held Quanex as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.