PFS
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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 – 1448
2020
Q3 		$3K Buy
+70
New +$2.95K ﹤0.01% 1410

Other funds holding SPXC

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return