Realta Investment Advisors’s Standex International SXI Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-3,140	Closed	-$506K	–	721
2024 Q2	$506K	Hold	3,140	–	–	0.1%	221
2024 Q1	$572K	Hold	3,140	–	–	0.12%	209
2023 Q4	$497K	Hold	3,140	–	–	0.11%	223
2023 Q3	$444K	Hold	3,140	–	–	0.1%	227
2023 Q2	$444K	Hold	3,140	–	–	0.1%	234
2023 Q1	$384K	Hold	3,140	–	–	0.09%	247
2022 Q4	$322K	Hold	3,140	–	–	0.08%	283
2022 Q3	$256K	Hold	3,140	–	–	0.07%	311
2022 Q2	$267K	Hold	3,140	–	–	0.07%	294
2022 Q1	$314K	Hold	3,140	–	–	0.06%	296
2021 Q4	$347K	Hold	3,140	–	–	0.08%	280
2021 Q3	$311K	Hold	3,140	–	–	0.07%	290
2021 Q2	$298K	Hold	3,140	–	–	0.07%	290
2021 Q1	$300K	Buy	+3,140	New	+$291K	0.08%	277

Other funds holding SXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's SXI Position: Q3 2024 in Review

Realta Investment Advisors sold out of Standex International (SXI) in Q3 2024, closing a stake of 3,140 shares — an estimated $506K sold.

Realta Investment Advisors first reported a position in SXI in Q1 2021 and held it in 14 quarters. The position peaked at $572K in Q1 2024. 234 funds tracked by Wall St. Rank hold SXI as of Q3 2024.

Realta Investment Advisors reported no remaining Standex International position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 3,140 Standex International shares in Q3 2024, an estimated $506K.
Realta Investment Advisors first reported a position in Standex International in Q1 2021 and held it in 14 quarters.
Realta Investment Advisors's Standex International position peaked at $572K in Q1 2024.
234 funds tracked by Wall St. Rank held Standex International as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.