TWA
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TCI Wealth Advisors’s SPX Corp SPXC Stock Holding History

TCI 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
Q2 		– Sell
-65
Closed -$4.59K – 1969
2023
Q1 		$4.59K Hold
65
– – ﹤0.01% 1591
2022
Q4 		$4.27K Hold
65
– – ﹤0.01% 1629
2022
Q3 		$4K Buy
65
+3
+5% +$172 ﹤0.01% 1675
2022
Q2 		$3K Sell
62
-117
-65% -$5.65K ﹤0.01% 1897
2022
Q1 		$9K Buy
179
+49
+38% +$2.54K ﹤0.01% 1194
2021
Q4 		$8K Buy
130
+6
+5% +$363 ﹤0.01% 1364
2021
Q3 		$7K Buy
124
+13
+12% +$797 ﹤0.01% 1383
2021
Q2 		$7K Buy
111
+9
+9% +$547 ﹤0.01% 1242
2021
Q1 		$6K Buy
102
+40
+65% +$2.28K ﹤0.01% 1175
2020
Q4 		$3K Hold
62
– – ﹤0.01% 1138
2020
Q3 		$3K Hold
62
– – ﹤0.01% 1005
2020
Q2 		$3K Hold
62
– – ﹤0.01% 963
2020
Q1 		$2K Buy
+62
New +$2.79K ﹤0.01% 1093
2015
Q3 		– Sell
-32
Closed -$1K – 1016
2015
Q2 		$1K Hold
32
– – ﹤0.01% 909
2015
Q1 		$1K Sell
32
-20
-38% -$430 ﹤0.01% 830
2014
Q4 		$1K Buy
52
+20
+63% +$447 ﹤0.01% 829
2014
Q3 		$1K Hold
32
– – ﹤0.01% 831
2014
Q2 		$1K Hold
32
– – ﹤0.01% 847
2014
Q1 		$1K Hold
32
– – ﹤0.01% 819
2013
Q4 		$1K Hold
32
– – ﹤0.01% 805
2013
Q3 		$1K Buy
+32
New +$622 ﹤0.01% 726

Other funds holding SPXC

BlackRock
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return