Private Advisory Group’s SPX Corp SPXC Stock Holding History

Private Advisory 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
2024 Q4	–	Sell	-5,135	Closed	-$819K	–	240
2024 Q3	$819K	Buy	+5,135	New	+$775K	0.1%	135

Other funds holding SPXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Advisory Group's SPXC Position: Q4 2024 in Review

Private Advisory Group sold out of SPX Corp (SPXC) in Q4 2024, closing a stake of 5,135 shares — an estimated $819K sold.

Private Advisory Group first reported a position in SPXC in Q3 2024 and held it in 1 quarter. The position peaked at $819K in Q3 2024. 372 funds tracked by Wall St. Rank hold SPXC as of Q4 2024.

Private Advisory Group reported no remaining SPX Corp position as of Q4 2024 after selling out during the quarter.
Private Advisory Group sold 5,135 SPX Corp shares in Q4 2024, an estimated $819K.
Private Advisory Group first reported a position in SPX Corp in Q3 2024 and held it in 1 quarter.
Private Advisory Group's SPX Corp position peaked at $819K in Q3 2024.
372 funds tracked by Wall St. Rank held SPX Corp as of Q4 2024.

Based on Private Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.