TrueWealth LLC’s SPX Corp SPXC Stock Holding History

TrueWealth LLC’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
2020 Q2	$7K	Hold	165	–	–	﹤0.01%	531
2020 Q1	$5K	Hold	165	–	–	﹤0.01%	556
2019 Q4	$8K	Hold	165	–	–	﹤0.01%	501
2019 Q3	$7K	Hold	165	–	–	﹤0.01%	517
2019 Q2	$5K	Hold	165	–	–	﹤0.01%	579
2019 Q1	$6K	Hold	165	–	–	﹤0.01%	550
2018 Q4	$5K	Hold	165	–	–	﹤0.01%	559
2018 Q3	$5K	Hold	165	–	–	﹤0.01%	627
2018 Q2	$6K	Hold	165	–	–	﹤0.01%	592
2018 Q1	$5K	Hold	165	–	–	﹤0.01%	591
2017 Q4	$5K	Buy	+165	New	+$5K	﹤0.01%	671

Other funds holding SPXC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TrueWealth LLC's SPXC Position: Q2 2020 in Review

TrueWealth LLC held its SPX Corp (SPXC) position steady in Q2 2020 at 165 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

TrueWealth LLC first reported a position in SPXC in Q4 2017 and has held it in 11 quarters since. The position peaked at $8K in Q4 2019. 224 funds tracked by Wall St. Rank hold SPXC as of Q2 2020.

TrueWealth LLC held 165 shares of SPX Corp worth $7K as of Q2 2020.
TrueWealth LLC left its SPX Corp share count unchanged in Q2 2020.
SPX Corp made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #531 holding.
TrueWealth LLC first reported a position in SPX Corp in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's SPX Corp position peaked at $8K in Q4 2019.
224 funds tracked by Wall St. Rank held SPX Corp as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.