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Valeo Financial Advisors’s Standex International SXI Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-38
Closed -$4K – 1670
2021
Q1 		$4K Buy
+38
New +$3.52K ﹤0.01% 1647
2020
Q3 		– Sell
-134
Closed -$8K – 2097
2020
Q2 		$8K Buy
134
+103
+332% +$5.22K ﹤0.01% 1375
2020
Q1 		$1K Buy
+31
New +$2.04K ﹤0.01% 1716

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's SXI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Standex International (SXI) in Q2 2021, closing a stake of 38 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in SXI in Q1 2020 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 175 funds tracked by Wall St. Rank hold SXI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Standex International position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 38 Standex International shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Standex International in Q1 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Standex International position peaked at $8K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held Standex International as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.