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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 – 1967
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 $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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

TCI Wealth Advisors's SPXC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of SPX Corp (SPXC) in Q2 2023, closing a stake of 65 shares — an estimated $4.59K sold.

TCI Wealth Advisors first reported a position in SPXC in Q3 2013 and held it in 21 quarters. The position peaked at $9K in Q1 2022. 293 funds tracked by Wall St. Rank hold SPXC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining SPX Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 65 SPX Corp shares in Q2 2023, an estimated $4.59K.
  • TCI Wealth Advisors first reported a position in SPX Corp in Q3 2013 and held it in 21 quarters.
  • TCI Wealth Advisors's SPX Corp position peaked at $9K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held SPX Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.