WealthPLAN Partners’s SPX Corp SPXC Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-100	Closed	-$8.5K	–	1053
2023 Q2	$8.5K	Hold	100	–	–	﹤0.01%	821
2023 Q1	$7.06K	Buy	+100	New	+$7.09K	﹤0.01%	938

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

WealthPLAN Partners's SPXC Position: Q3 2023 in Review

WealthPLAN Partners sold out of SPX Corp (SPXC) in Q3 2023, closing a stake of 100 shares — an estimated $8.5K sold.

WealthPLAN Partners first reported a position in SPXC in Q1 2023 and held it in 2 quarters. The position peaked at $8.5K in Q2 2023. 286 funds tracked by Wall St. Rank hold SPXC as of Q3 2023.

WealthPLAN Partners reported no remaining SPX Corp position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 100 SPX Corp shares in Q3 2023, an estimated $8.5K.
WealthPLAN Partners first reported a position in SPX Corp in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's SPX Corp position peaked at $8.5K in Q2 2023.
286 funds tracked by Wall St. Rank held SPX Corp as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.