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Prospera Financial Services’s SPX Corp SPXC Stock Holding History

Prospera Financial Services’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
-2,586
Closed -$210K – 1110
2023
Q3 		$210K Hold
2,586
– – 0.01% 935
2023
Q2 		$220K Buy
+2,586
New +$193K 0.01% 922
2022
Q3 		– Sell
-214
Closed -$11K – 1485
2022
Q2 		$11K Hold
214
– – ﹤0.01% 1329
2022
Q1 		$11K Buy
+214
New +$11.1K ﹤0.01% 2007
2020
Q4 		– Sell
-70
Closed -$3K – 1446
2020
Q3 		$3K Buy
+70
New +$2.95K ﹤0.01% 1410

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prospera Financial Services's SPXC Position: Q4 2023 in Review

Prospera Financial Services sold out of SPX Corp (SPXC) in Q4 2023, closing a stake of 2,586 shares — an estimated $210K sold.

Prospera Financial Services first reported a position in SPXC in Q3 2020 and held it in 5 quarters. The position peaked at $220K in Q2 2023. 288 funds tracked by Wall St. Rank hold SPXC as of Q4 2023.

  • Prospera Financial Services reported no remaining SPX Corp position as of Q4 2023 after selling out during the quarter.
  • Prospera Financial Services sold 2,586 SPX Corp shares in Q4 2023, an estimated $210K.
  • Prospera Financial Services first reported a position in SPX Corp in Q3 2020 and held it in 5 quarters.
  • Prospera Financial Services's SPX Corp position peaked at $220K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held SPX Corp as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.