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NewEdge Advisors’s DXP Enterprises DXPE Stock Holding History

NewEdge Advisors’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-260
Closed -$14K – 3850
2024
Q1 		$14K Buy
260
+78
+43% +$2.93K ﹤0.01% 2753
2023
Q4 		$6.13K Buy
+182
New +$5.94K ﹤0.01% 3054

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's DXPE Position: Q2 2024 in Review

NewEdge Advisors sold out of DXP Enterprises (DXPE) in Q2 2024, closing a stake of 260 shares — an estimated $14K sold.

NewEdge Advisors first reported a position in DXPE in Q4 2023 and held it in 2 quarters. The position peaked at $14K in Q1 2024. 142 funds tracked by Wall St. Rank hold DXPE as of Q2 2024.

  • NewEdge Advisors reported no remaining DXP Enterprises position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 260 DXP Enterprises shares in Q2 2024, an estimated $14K.
  • NewEdge Advisors first reported a position in DXP Enterprises in Q4 2023 and held it in 2 quarters.
  • NewEdge Advisors's DXP Enterprises position peaked at $14K in Q1 2024.
  • 142 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.