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Retirement Group’s SPX Corp SPXC Stock Holding History

Retirement Group’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
2022
Q3 		– Sell
-122
Closed -$6K – 770
2022
Q2 		$6K Hold
122
– – ﹤0.01% 517
2022
Q1 		$6K Hold
122
– – ﹤0.01% 531
2021
Q4 		$7K Hold
122
– – ﹤0.01% 489
2021
Q3 		$7K Hold
122
– – ﹤0.01% 421
2021
Q2 		$7K Hold
122
– – ﹤0.01% 455
2021
Q1 		$7K Hold
122
– – ﹤0.01% 521
2020
Q4 		$6K Hold
122
– – ﹤0.01% 488
2020
Q3 		$6K Hold
122
– – ﹤0.01% 474
2020
Q2 		$5K Buy
+122
New +$4.6K ﹤0.01% 457
2019
Q4 		$6K Buy
+122
New +$5.58K ﹤0.01% 433

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Retirement Group's SPXC Position: Q3 2022 in Review

Retirement Group sold out of SPX Corp (SPXC) in Q3 2022, closing a stake of 122 shares — an estimated $6K sold.

Retirement Group first reported a position in SPXC in Q4 2019 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 216 funds tracked by Wall St. Rank hold SPXC as of Q3 2022.

  • Retirement Group reported no remaining SPX Corp position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 122 SPX Corp shares in Q3 2022, an estimated $6K.
  • Retirement Group first reported a position in SPX Corp in Q4 2019 and held it in 10 quarters.
  • Retirement Group's SPX Corp position peaked at $7K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held SPX Corp as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.