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Acropolis Investment Management’s StoneX SNEX Stock Holding History

Acropolis Investment Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,108
Closed -$116K – 250
2022
Q3 		$116K Hold
7,108
– – 0.01% 225
2022
Q2 		$110K Hold
7,108
– – 0.01% 232
2022
Q1 		$104K Buy
+7,108
New +$98.8K 0.01% 237

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Acropolis Investment Management's SNEX Position: Q4 2022 in Review

Acropolis Investment Management sold out of StoneX (SNEX) in Q4 2022, closing a stake of 7,108 shares — an estimated $116K sold.

Acropolis Investment Management first reported a position in SNEX in Q1 2022 and held it in 3 quarters. The position peaked at $116K in Q3 2022. 229 funds tracked by Wall St. Rank hold SNEX as of Q4 2022.

  • Acropolis Investment Management reported no remaining StoneX position as of Q4 2022 after selling out during the quarter.
  • Acropolis Investment Management sold 7,108 StoneX shares in Q4 2022, an estimated $116K.
  • Acropolis Investment Management first reported a position in StoneX in Q1 2022 and held it in 3 quarters.
  • Acropolis Investment Management's StoneX position peaked at $116K in Q3 2022.
  • 229 funds tracked by Wall St. Rank held StoneX as of Q4 2022.

Based on Acropolis Investment Management's 13F filing for Q4 2022, filed 11 Jan 2023.