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Meridian Wealth Partners’s Standex International SXI Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-9
Closed -$1K – 1111
2021
Q1 		$1K Buy
+9
New +$834 ﹤0.01% 1245

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CIP
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Dimensional Fund Advisors
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's SXI Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Standex International (SXI) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in SXI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 175 funds tracked by Wall St. Rank hold SXI as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Standex International position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 9 Standex International shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in Standex International in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Standex International position peaked at $1K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held Standex International as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.