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Sequoia Financial Advisors’s SPX Corp SPXC Stock Holding History

Sequoia Financial 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
2026
Q1 		$656K Sell
3,280
-986
-23% -$212K ﹤0.01% 1112
2025
Q4 		$853K Buy
4,266
+820
+24% +$167K ﹤0.01% 970
2025
Q3 		$644K Buy
3,446
+63
+2% +$11.6K ﹤0.01% 1005
2025
Q2 		$567K Sell
3,383
-62
-2% -$9.08K ﹤0.01% 942
2025
Q1 		$444K Buy
3,445
+59
+2% +$8.45K ﹤0.01% 901
2024
Q4 		$493K Buy
3,386
+85
+3% +$13.7K ﹤0.01% 810
2024
Q3 		$526K Buy
3,301
+219
+7% +$33K 0.01% 727
2024
Q2 		$438K Sell
3,082
-26
-0.8% -$3.43K 0.01% 745
2024
Q1 		$383K Sell
3,108
-74
-2% -$8.04K ﹤0.01% 777
2023
Q4 		$321K Buy
3,182
+132
+4% +$11.4K ﹤0.01% 899
2023
Q3 		$248K Buy
3,050
+139
+5% +$11.2K ﹤0.01% 769
2023
Q2 		$247K Buy
+2,911
New +$217K ﹤0.01% 768

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return