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WealthBridge Capital Management’s Standex International SXI Stock Holding History

WealthBridge Capital Management’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
2019
Q1 		– Sell
-81
Closed -$5K – 1070
2018
Q4 		$5K Buy
+81
New +$6.79K ﹤0.01% 653

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CIP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

WealthBridge Capital Management's SXI Position: Q1 2019 in Review

WealthBridge Capital Management sold out of Standex International (SXI) in Q1 2019, closing a stake of 81 shares — an estimated $5K sold.

WealthBridge Capital Management first reported a position in SXI in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 166 funds tracked by Wall St. Rank hold SXI as of Q1 2019.

  • WealthBridge Capital Management reported no remaining Standex International position as of Q1 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 81 Standex International shares in Q1 2019, an estimated $5K.
  • WealthBridge Capital Management first reported a position in Standex International in Q4 2018 and held it in 1 quarter.
  • WealthBridge Capital Management's Standex International position peaked at $5K in Q4 2018.
  • 166 funds tracked by Wall St. Rank held Standex International as of Q1 2019.

Based on WealthBridge Capital Management's 13F filing for Q1 2019, filed 15 May 2019.