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Next Financial Group’s SPX Corp SPXC Stock Holding History

Next Financial Group’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$6K – 2814
2021
Q2 		$6K Hold
100
– – ﹤0.01% 2162
2021
Q1 		$6K Hold
100
– – ﹤0.01% 2054
2020
Q4 		$5K Hold
100
– – ﹤0.01% 2001
2020
Q3 		$5K Buy
+100
New +$4.21K ﹤0.01% 1864
2020
Q2 		– Sell
-813
Closed -$27K – 1720
2020
Q1 		$27K Sell
813
-950
-54% -$42.8K ﹤0.01% 1173
2019
Q4 		$90K Buy
1,763
+1,663
+1,663% +$76K 0.01% 984
2019
Q3 		$4K Hold
100
– – ﹤0.01% 1969
2019
Q2 		$3K Buy
+100
New +$3.34K ﹤0.01% 2041
2019
Q1 		– Sell
-100
Closed -$3K – 2078
2018
Q4 		$3K Buy
+100
New +$2.92K ﹤0.01% 1695

Other funds holding SPXC

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Next Financial Group's SPXC Position: Q3 2021 in Review

Next Financial Group sold out of SPX Corp (SPXC) in Q3 2021, closing a stake of 100 shares — an estimated $6K sold.

Next Financial Group first reported a position in SPXC in Q4 2018 and held it in 9 quarters. The position peaked at $90K in Q4 2019. 222 funds tracked by Wall St. Rank hold SPXC as of Q3 2021.

  • Next Financial Group reported no remaining SPX Corp position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 100 SPX Corp shares in Q3 2021, an estimated $6K.
  • Next Financial Group first reported a position in SPX Corp in Q4 2018 and held it in 9 quarters.
  • Next Financial Group's SPX Corp position peaked at $90K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held SPX Corp as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.