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Wetzel Investment Advisors’s SPX Corp SPXC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-41
Closed -$5.05K – 783
2024
Q2 		$5.05K Hold
41
– – ﹤0.01% 585
2024
Q1 		$4.82K Hold
41
– – ﹤0.01% 683
2023
Q4 		$4K Buy
+41
New +$3.55K ﹤0.01% 743

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Wetzel Investment Advisors's SPXC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of SPX Corp (SPXC) in Q3 2024, closing a stake of 41 shares — an estimated $5.05K sold.

Wetzel Investment Advisors first reported a position in SPXC in Q4 2023 and held it in 3 quarters. The position peaked at $5.05K in Q2 2024. 375 funds tracked by Wall St. Rank hold SPXC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining SPX Corp position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 41 SPX Corp shares in Q3 2024, an estimated $5.05K.
  • Wetzel Investment Advisors first reported a position in SPX Corp in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's SPX Corp position peaked at $5.05K in Q2 2024.
  • 375 funds tracked by Wall St. Rank held SPX Corp as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.