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Turtle Creek Wealth Advisors’s Standex International SXI Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-67
Closed -$10.6K – 737
2023
Q4 		$10.6K Buy
+67
New +$9.64K ﹤0.01% 538

Other funds holding SXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's SXI Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Standex International (SXI) in Q1 2024, closing a stake of 67 shares — an estimated $10.6K sold.

Turtle Creek Wealth Advisors first reported a position in SXI in Q4 2023 and held it in 1 quarter. The position peaked at $10.6K in Q4 2023. 242 funds tracked by Wall St. Rank hold SXI as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Standex International position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 67 Standex International shares in Q1 2024, an estimated $10.6K.
  • Turtle Creek Wealth Advisors first reported a position in Standex International in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Standex International position peaked at $10.6K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Standex International as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.