RJT
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Raymond James Trust’s SPX Corp SPXC Stock Holding History

Raymond James Trust’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
Q3 		$509K Buy
3,195
+459
+17% +$69.3K 0.01% 762
2024
Q2 		$389K Buy
2,736
+592
+28% +$78.1K 0.01% 849
2024
Q1 		$264K Sell
2,144
-165
-7% -$17.9K 0.01% 1050
2023
Q4 		$233K Buy
+2,309
New +$200K 0.01% 1066
2020
Q1 		– Sell
-5,605
Closed -$286K – 950
2019
Q4 		$286K Sell
5,605
-1,033
-16% -$47.2K 0.01% 721
2019
Q3 		$266K Sell
6,638
-71
-1% -$2.62K 0.01% 720
2019
Q2 		$222K Buy
6,709
+442
+7% +$14.8K 0.01% 788
2019
Q1 		$218K Buy
+6,267
New +$204K 0.01% 746

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Raymond James Trust's SPXC Position: Q3 2024 in Review

Raymond James Trust increased its SPX Corp (SPXC) stake by 17% in Q3 2024, buying an estimated $69.3K and bringing the position to 3,195 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #762.

Raymond James Trust first reported a position in SPXC in Q1 2019 and has held it in 8 quarters since. 375 funds tracked by Wall St. Rank hold SPXC as of Q3 2024.

  • Raymond James Trust held 3,195 shares of SPX Corp worth $509K as of Q3 2024.
  • Raymond James Trust bought 459 SPX Corp shares in Q3 2024, an estimated $69.3K.
  • SPX Corp made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #762 holding.
  • Raymond James Trust first reported a position in SPX Corp in Q1 2019 and has held it in 8 quarters since.
  • 375 funds tracked by Wall St. Rank held SPX Corp as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.