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Prospera Financial Services’s Standex International SXI Stock Holding History

Prospera Financial Services’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,117
Closed -$95K – 1506
2022
Q2 		$95K Sell
1,117
-60
-5% -$5.62K ﹤0.01% 907
2022
Q1 		$122K Buy
+1,177
New +$123K 0.01% 1048

Other funds holding SXI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's SXI Position: Q3 2022 in Review

Prospera Financial Services sold out of Standex International (SXI) in Q3 2022, closing a stake of 1,117 shares — an estimated $95K sold.

Prospera Financial Services first reported a position in SXI in Q1 2022 and held it in 2 quarters. The position peaked at $122K in Q1 2022. 186 funds tracked by Wall St. Rank hold SXI as of Q3 2022.

  • Prospera Financial Services reported no remaining Standex International position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,117 Standex International shares in Q3 2022, an estimated $95K.
  • Prospera Financial Services first reported a position in Standex International in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Standex International position peaked at $122K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Standex International as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.