Prestige Wealth Management Group’s SPX Corp SPXC Stock Holding History

Prestige Wealth Management 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
2022 Q3	–	Sell	-27	Closed	-$1K	–	1057
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	918
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	928
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	831
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	934
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	823
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	820
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	890
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	838
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	843
2020 Q1	$1K	Buy	+27	New	+$1.22K	﹤0.01%	840
2019 Q1	–	Sell	-56	Closed	-$2K	–	1038
2018 Q4	$2K	Buy	+56	New	+$1.64K	﹤0.01%	871

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

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

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

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

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

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

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

Prestige Wealth Management Group's SPXC Position: Q3 2022 in Review

Prestige Wealth Management Group sold out of SPX Corp (SPXC) in Q3 2022, closing a stake of 27 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in SPXC in Q4 2018 and held it in 11 quarters. The position peaked at $2K in Q4 2021. 216 funds tracked by Wall St. Rank hold SPXC as of Q3 2022.

Prestige Wealth Management Group reported no remaining SPX Corp position as of Q3 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 27 SPX Corp shares in Q3 2022, an estimated $1K.
Prestige Wealth Management Group first reported a position in SPX Corp in Q4 2018 and held it in 11 quarters.
Prestige Wealth Management Group's SPX Corp position peaked at $2K in Q4 2021.
216 funds tracked by Wall St. Rank held SPX Corp as of Q3 2022.

Based on Prestige Wealth Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.