Operose Advisors’s SPX Corp SPXC Stock Holding History

Operose Advisors’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
2023 Q4	–	Sell	-155	Closed	-$12.6K	–	715
2023 Q3	$12.6K	Buy	+155	New	+$12.5K	0.01%	547

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Operose Advisors's SPXC Position: Q4 2023 in Review

Operose Advisors sold out of SPX Corp (SPXC) in Q4 2023, closing a stake of 155 shares — an estimated $12.6K sold.

Operose Advisors first reported a position in SPXC in Q3 2023 and held it in 1 quarter. The position peaked at $12.6K in Q3 2023. 288 funds tracked by Wall St. Rank hold SPXC as of Q4 2023.

Operose Advisors reported no remaining SPX Corp position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 155 SPX Corp shares in Q4 2023, an estimated $12.6K.
Operose Advisors first reported a position in SPX Corp in Q3 2023 and held it in 1 quarter.
Operose Advisors's SPX Corp position peaked at $12.6K in Q3 2023.
288 funds tracked by Wall St. Rank held SPX Corp as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.