SWA
SPXC icon

Sutton Wealth Advisors’s SPX Corp SPXC Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-1,479
Closed -$97.1K – 1464
2022
Q4 		$97.1K Hold
1,479
– – 0.04% 253
2022
Q3 		$81.7K Buy
1,479
+1
+0.1% +$57 0.03% 273
2022
Q2 		$78.1K Sell
1,478
-355
-19% -$17.1K 0.03% 276
2022
Q1 		$90.6K Buy
1,833
+304
+20% +$15.7K 0.03% 268
2021
Q4 		$91.3K Buy
1,529
+59
+4% +$3.57K 0.03% 280
2021
Q3 		$78.6K Hold
1,470
– – 0.03% 285
2021
Q2 		$89.8K Hold
1,470
– – 0.03% 266
2021
Q1 		$85.7K Hold
1,470
– – 0.03% 263
2020
Q4 		$80.2K Hold
1,470
– – 0.03% 253
2020
Q3 		$68.2K Hold
1,470
– – 0.03% 250
2020
Q2 		$60.5K Hold
1,470
– – 0.03% 262
2020
Q1 		$48K Hold
1,470
– – 0.03% 277
2019
Q4 		$74.8K Hold
1,470
– – 0.04% 246
2019
Q3 		$58.8K Hold
1,470
– – 0.03% 269
2019
Q2 		$48.5K Hold
1,470
– – 0.03% 313
2019
Q1 		$51.1K Hold
1,470
– – 0.03% 289
2018
Q4 		$41.2K Hold
1,470
– – 0.03% 309
2018
Q3 		$49K Hold
1,470
– – 0.03% 298
2018
Q2 		$51.5K Hold
1,470
– – 0.04% 278
2018
Q1 		$47.7K Hold
1,470
– – 0.03% 283
2017
Q4 		$46.1K Hold
1,470
– – 0.03% 292
2017
Q3 		$43.1K Hold
1,470
– – 0.03% 303
2017
Q2 		$37K Hold
1,470
– – 0.03% 327
2017
Q1 		$35.6K Hold
1,470
– – 0.03% 333
2016
Q4 		$34.9K Hold
1,470
– – 0.03% 334
2016
Q3 		$29.6K Hold
1,470
– – 0.03% 358
2016
Q2 		$21.8K Hold
1,470
– – 0.02% 426
2016
Q1 		$22.1K Buy
+1,470
New +$15.7K 0.02% 414

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Sutton Wealth Advisors's SPXC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of SPX Corp (SPXC) in Q1 2023, closing a stake of 1,479 shares — an estimated $97.1K sold.

Sutton Wealth Advisors first reported a position in SPXC in Q1 2016 and held it in 28 quarters. The position peaked at $97.1K in Q4 2022. 244 funds tracked by Wall St. Rank hold SPXC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining SPX Corp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,479 SPX Corp shares in Q1 2023, an estimated $97.1K.
  • Sutton Wealth Advisors first reported a position in SPX Corp in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's SPX Corp position peaked at $97.1K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held SPX Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.