Values First Advisors’s SPX Corp SPXC Stock Holding History

Values First Advisors’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
2023 Q2	–	Sell	-57	Closed	-$4.04K	–	314
2023 Q1	$4.04K	Buy	+57	New	+$4.04K	﹤0.01%	235

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Values First Advisors's SPXC Position: Q2 2023 in Review

Values First Advisors sold out of SPX Corp (SPXC) in Q2 2023, closing a stake of 57 shares — an estimated $4.04K sold.

Values First Advisors first reported a position in SPXC in Q1 2023 and held it in 1 quarter. The position peaked at $4.04K in Q1 2023. 293 funds tracked by Wall St. Rank hold SPXC as of Q2 2023.

Values First Advisors reported no remaining SPX Corp position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 57 SPX Corp shares in Q2 2023, an estimated $4.04K.
Values First Advisors first reported a position in SPX Corp in Q1 2023 and held it in 1 quarter.
Values First Advisors's SPX Corp position peaked at $4.04K in Q1 2023.
293 funds tracked by Wall St. Rank held SPX Corp as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.