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TFO Wealth Partners’s SPX Corp SPXC Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$246 – 656
2024
Q1 		$246 Hold
2
– – ﹤0.01% 447
2023
Q4 		$202 Hold
2
– – ﹤0.01% 641
2023
Q3 		$170 Hold
2
– – ﹤0.01% 880
2023
Q2 		$170 Hold
2
– – ﹤0.01% 553
2023
Q1 		$141 Sell
2
-267
-99% -$18.9K ﹤0.01% 568
2022
Q4 		$12.7K Buy
+269
New +$17.6K ﹤0.01% 100

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TFO Wealth Partners's SPXC Position: Q2 2024 in Review

TFO Wealth Partners sold out of SPX Corp (SPXC) in Q2 2024, closing a stake of 2 shares — an estimated $246 sold.

TFO Wealth Partners first reported a position in SPXC in Q4 2022 and held it in 6 quarters. The position peaked at $12.7K in Q4 2022. 348 funds tracked by Wall St. Rank hold SPXC as of Q2 2024.

  • TFO Wealth Partners reported no remaining SPX Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 SPX Corp shares in Q2 2024, an estimated $246.
  • TFO Wealth Partners first reported a position in SPX Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's SPX Corp position peaked at $12.7K in Q4 2022.
  • 348 funds tracked by Wall St. Rank held SPX Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.