Safeguard Financial’s SPX Corp SPXC Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-175	Closed	-$14K	–	485
2023 Q2	$14K	Buy	+175	New	+$13K	0.01%	298

Other funds holding SPXC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Safeguard Financial's SPXC Position: Q3 2023 in Review

Safeguard Financial sold out of SPX Corp (SPXC) in Q3 2023, closing a stake of 175 shares — an estimated $14K sold.

Safeguard Financial first reported a position in SPXC in Q2 2023 and held it in 1 quarter. The position peaked at $14K in Q2 2023. 286 funds tracked by Wall St. Rank hold SPXC as of Q3 2023.

Safeguard Financial reported no remaining SPX Corp position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 175 SPX Corp shares in Q3 2023, an estimated $14K.
Safeguard Financial first reported a position in SPX Corp in Q2 2023 and held it in 1 quarter.
Safeguard Financial's SPX Corp position peaked at $14K in Q2 2023.
286 funds tracked by Wall St. Rank held SPX Corp as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.