Wealthspire Advisors (Maryland)’s Standex International SXI Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-60	Closed	-$4K	–	1834
2019 Q1	$4K	Hold	60	–	–	﹤0.01%	1933
2018 Q4	$4K	Buy	60 +23	+62%	+$1.93K	﹤0.01%	1865
2018 Q3	$4K	Buy	37 +10	+37%	+$1.06K	﹤0.01%	1933
2018 Q2	$3K	Hold	27	–	–	﹤0.01%	2048
2018 Q1	$3K	Hold	27	–	–	﹤0.01%	2065
2017 Q4	$3K	Buy	27 +22	+440%	+$2.27K	﹤0.01%	2022
2017 Q3	$1K	Buy	+5	New	+$478	﹤0.01%	2146
2016 Q1	–	Sell	-154	Closed	-$13K	–	1833
2015 Q4	$13K	Buy	+154	New	+$13K	﹤0.01%	1120

Other funds holding SXI

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

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

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

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

Wealthspire Advisors (Maryland) sold out of Standex International (SXI) in Q2 2019, closing a stake of 60 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in SXI in Q4 2015 and held it in 8 quarters. The position peaked at $13K in Q4 2015. 151 funds tracked by Wall St. Rank hold SXI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Standex International position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 60 Standex International shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Standex International in Q4 2015 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Standex International position peaked at $13K in Q4 2015.
151 funds tracked by Wall St. Rank held Standex International as of Q2 2019.

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