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Wealthspire Advisors (Maryland)’s DXP Enterprises DXPE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-30
Closed -$1K – 876
2019
Q1 		$1K Sell
30
-19
-39% -$661 ﹤0.01% 2321
2018
Q4 		$1K Buy
49
+1
+2% +$35 ﹤0.01% 2256
2018
Q3 		$2K Buy
48
+18
+60% +$784 ﹤0.01% 2143
2018
Q2 		$1K Hold
30
– – ﹤0.01% 2295
2018
Q1 		$1K Hold
30
– – ﹤0.01% 2322
2017
Q4 		$1K Buy
+30
New +$873 ﹤0.01% 2266

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DXPE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of DXP Enterprises (DXPE) in Q2 2019, closing a stake of 30 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in DXPE in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 127 funds tracked by Wall St. Rank hold DXPE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining DXP Enterprises position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 30 DXP Enterprises shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in DXP Enterprises in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s DXP Enterprises position peaked at $2K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.