PMG
DXPE icon

ProVise Management Group’s DXP Enterprises DXPE Stock Holding History

ProVise Management Group’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,514
Closed -$201K – 344
2023
Q2 		$201K Buy
+5,514
New +$166K 0.02% 326

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProVise Management Group's DXPE Position: Q3 2023 in Review

ProVise Management Group sold out of DXP Enterprises (DXPE) in Q3 2023, closing a stake of 5,514 shares — an estimated $201K sold.

ProVise Management Group first reported a position in DXPE in Q2 2023 and held it in 1 quarter. The position peaked at $201K in Q2 2023. 139 funds tracked by Wall St. Rank hold DXPE as of Q3 2023.

  • ProVise Management Group reported no remaining DXP Enterprises position as of Q3 2023 after selling out during the quarter.
  • ProVise Management Group sold 5,514 DXP Enterprises shares in Q3 2023, an estimated $201K.
  • ProVise Management Group first reported a position in DXP Enterprises in Q2 2023 and held it in 1 quarter.
  • ProVise Management Group's DXP Enterprises position peaked at $201K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2023.

Based on ProVise Management Group's 13F filing for Q3 2023, filed 8 Nov 2023.