Sutton Wealth Advisors’s Standex International SXI Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-4	Closed	-$410	–	1478
2022 Q4	$410	Hold	4	–	–	﹤0.01%	1524
2022 Q3	$327	Buy	+4	New	+$357	﹤0.01%	1521
2022 Q2	–	Sell	-2	Closed	-$200	–	1713
2022 Q1	$200	Hold	2	–	–	﹤0.01%	1573
2021 Q4	$221	Buy	+2	New	+$217	﹤0.01%	1629
2020 Q2	–	Sell	-87	Closed	-$4.26K	–	1281
2020 Q1	$4.26K	Sell	87 -60	-41%	-$3.94K	﹤0.01%	870
2019 Q4	$11.7K	Hold	147	–	–	0.01%	774
2019 Q3	$10.7K	Buy	+147	New	+$10.2K	0.01%	770
2018 Q4	–	Sell	-212	Closed	-$22.1K	–	1182
2018 Q3	$22.1K	Hold	212	–	–	0.01%	554
2018 Q2	$21.7K	Buy	212 +119	+128%	+$11.9K	0.02%	563
2018 Q1	$8.87K	Hold	93	–	–	0.01%	842
2017 Q4	$9.47K	Sell	93 -52	-36%	-$5.36K	0.01%	798
2017 Q3	$15.4K	Buy	+145	New	+$13.9K	0.01%	628

Other funds holding SXI

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Standex International (SXI) in Q1 2023, closing a stake of 4 shares — an estimated $410 sold.

Sutton Wealth Advisors first reported a position in SXI in Q3 2017 and held it in 12 quarters. The position peaked at $22.1K in Q3 2018. 192 funds tracked by Wall St. Rank hold SXI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Standex International position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 4 Standex International shares in Q1 2023, an estimated $410.
Sutton Wealth Advisors first reported a position in Standex International in Q3 2017 and held it in 12 quarters.
Sutton Wealth Advisors's Standex International position peaked at $22.1K in Q3 2018.
192 funds tracked by Wall St. Rank held Standex International as of Q1 2023.

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