Tarbox Family Office’s SPX Corp SPXC Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-56	Closed	-$3K	–	857
2022 Q1	$3K	Hold	56	–	–	﹤0.01%	728
2021 Q4	$3K	Hold	56	–	–	﹤0.01%	813
2021 Q3	$3K	Hold	56	–	–	﹤0.01%	845
2021 Q2	$3K	Hold	56	–	–	﹤0.01%	852
2021 Q1	$3K	Hold	56	–	–	﹤0.01%	798
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	738
2020 Q3	$3K	Hold	56	–	–	﹤0.01%	663
2020 Q2	$2K	Hold	56	–	–	﹤0.01%	832
2020 Q1	$2K	Buy	56 +31	+124%	+$1.4K	﹤0.01%	709
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	1054
2019 Q3	$1K	Sell	25 -17	-40%	-$628	﹤0.01%	1009
2019 Q2	$1K	Buy	+42	New	+$1.4K	﹤0.01%	1015

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tarbox Family Office's SPXC Position: Q2 2022 in Review

Tarbox Family Office sold out of SPX Corp (SPXC) in Q2 2022, closing a stake of 56 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in SPXC in Q2 2019 and held it in 12 quarters. The position peaked at $3K in Q1 2022. 219 funds tracked by Wall St. Rank hold SPXC as of Q2 2022.

Tarbox Family Office reported no remaining SPX Corp position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 56 SPX Corp shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in SPX Corp in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's SPX Corp position peaked at $3K in Q1 2022.
219 funds tracked by Wall St. Rank held SPX Corp as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.