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Realta Investment Advisors’s SPX Corp SPXC Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-148
Closed -$7K – 1236
2019
Q4 		$7K Hold
148
– – ﹤0.01% 1258
2019
Q3 		$6K Hold
148
– – ﹤0.01% 1284
2019
Q2 		$5K Buy
+148
New +$4.94K ﹤0.01% 1387

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Realta Investment Advisors's SPXC Position: Q1 2020 in Review

Realta Investment Advisors sold out of SPX Corp (SPXC) in Q1 2020, closing a stake of 148 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in SPXC in Q2 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 201 funds tracked by Wall St. Rank hold SPXC as of Q1 2020.

  • Realta Investment Advisors reported no remaining SPX Corp position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 148 SPX Corp shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in SPX Corp in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's SPX Corp position peaked at $7K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held SPX Corp as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.