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TD Private Client Wealth’s Standex International SXI Stock Holding History

TD Private Client Wealth’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
2026
Q1 		$3.57K Hold
14
– – ﹤0.01% 1213
2025
Q4 		$3.04K Hold
14
– – ﹤0.01% 1221
2025
Q3 		$2.97K Sell
14
-8
-36% -$1.51K ﹤0.01% 1202
2025
Q2 		$3.44K Sell
22
-308
-93% -$46.2K ﹤0.01% 1153
2025
Q1 		$53.3K Buy
330
+76
+30% +$13.9K ﹤0.01% 801
2024
Q4 		$47.5K Buy
254
+23
+10% +$4.44K ﹤0.01% 829
2024
Q3 		$42.2K Buy
231
+13
+6% +$2.26K ﹤0.01% 864
2024
Q2 		$35.1K Hold
218
– – ﹤0.01% 869
2024
Q1 		$39.7K Buy
+218
New +$35.2K ﹤0.01% 853

Other funds holding SXI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return