TCI Wealth Advisors’s Standex International SXI Stock Holding History

TCI 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 Q2	–	Sell	-144	Closed	-$17.6K	–	2004
2023 Q1	$17.6K	Hold	144	–	–	﹤0.01%	782
2022 Q4	$14.7K	Hold	144	–	–	﹤0.01%	841
2022 Q3	$12K	Hold	144	–	–	﹤0.01%	929
2022 Q2	$12K	Hold	144	–	–	﹤0.01%	919
2022 Q1	$14K	Hold	144	–	–	﹤0.01%	899
2021 Q4	$16K	Hold	144	–	–	﹤0.01%	840
2021 Q3	$14K	Hold	144	–	–	﹤0.01%	886
2021 Q2	$14K	Hold	144	–	–	﹤0.01%	761
2021 Q1	$14K	Buy	144 +93	+182%	+$8.62K	0.01%	691
2020 Q4	$4K	Hold	51	–	–	﹤0.01%	1016
2020 Q3	$3K	Hold	51	–	–	﹤0.01%	1007
2020 Q2	$3K	Buy	51 +8	+19%	+$406	﹤0.01%	965
2020 Q1	$2K	Buy	+43	New	+$2.82K	﹤0.01%	1096

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

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

CCM

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

Neuberger Berman Group New York $131B AUM 28.36% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Standex International (SXI) in Q2 2023, closing a stake of 144 shares — an estimated $17.6K sold.

TCI Wealth Advisors first reported a position in SXI in Q1 2020 and held it in 13 quarters. The position peaked at $17.6K in Q1 2023. 210 funds tracked by Wall St. Rank hold SXI as of Q2 2023.

TCI Wealth Advisors reported no remaining Standex International position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 144 Standex International shares in Q2 2023, an estimated $17.6K.
TCI Wealth Advisors first reported a position in Standex International in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Standex International position peaked at $17.6K in Q1 2023.
210 funds tracked by Wall St. Rank held Standex International as of Q2 2023.

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