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Planned Solutions’s SPX Corp SPXC Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-8
Closed -$1.28K – 557
2024
Q3 		$1.28K Buy
+8
New +$1.21K ﹤0.01% 575

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planned Solutions's SPXC Position: Q4 2024 in Review

Planned Solutions sold out of SPX Corp (SPXC) in Q4 2024, closing a stake of 8 shares — an estimated $1.28K sold.

Planned Solutions first reported a position in SPXC in Q3 2024 and held it in 1 quarter. The position peaked at $1.28K in Q3 2024. 372 funds tracked by Wall St. Rank hold SPXC as of Q4 2024.

  • Planned Solutions reported no remaining SPX Corp position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 8 SPX Corp shares in Q4 2024, an estimated $1.28K.
  • Planned Solutions first reported a position in SPX Corp in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's SPX Corp position peaked at $1.28K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held SPX Corp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.