SFS
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Sowell Financial Services’s Standex International SXI Stock Holding History

Sowell Financial Services’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
-12,186
Closed -$1.96M – 580
2024
Q2 		$1.96M Sell
12,186
-333
-3% -$56.3K 0.09% 224
2024
Q1 		$2.28M Buy
12,519
+941
+8% +$152K 0.11% 202
2023
Q4 		$1.83M Sell
11,578
-720
-6% -$104K 0.1% 227
2023
Q3 		$1.79M Sell
12,298
-41
-0.3% -$6.11K 0.11% 205
2023
Q2 		$1.75M Buy
+12,339
New +$1.63M 0.1% 240
2021
Q2 		– Sell
-13
Closed -$1K – 2462
2021
Q1 		$1K Buy
+13
New +$1.2K ﹤0.01% 3016

Other funds holding SXI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return