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Advisor Group’s StoneX SNEX Stock Holding History

Advisor Group’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
2019
Q4 		$13K Hold
1,392
– – ﹤0.01% 4196
2019
Q3 		$11K Buy
1,392
+506
+57% +$3.97K ﹤0.01% 4294
2019
Q2 		$7K Hold
886
– – ﹤0.01% 4548
2019
Q1 		$7K Buy
886
+759
+598% +$5.99K ﹤0.01% 4541
2018
Q4 		$1K Hold
127
– – ﹤0.01% 5004
2018
Q3 		$1K Hold
127
– – ﹤0.01% 5001
2018
Q2 		$1K Hold
127
– – ﹤0.01% 4829
2018
Q1 		$1K Sell
127
-724
-85% -$6.09K ﹤0.01% 4850
2017
Q4 		$7K Buy
851
+724
+570% +$5.95K ﹤0.01% 4283
2017
Q3 		$1K Hold
127
– – ﹤0.01% 4719
2017
Q2 		$1K Sell
127
-202
-61% -$1.45K ﹤0.01% 4670
2017
Q1 		$2K Sell
329
-51
-13% -$378 ﹤0.01% 4408
2016
Q4 		$3K Sell
380
-126
-25% -$978 ﹤0.01% 4135
2016
Q3 		$4K Buy
+506
New +$3.35K ﹤0.01% 4004

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisor Group's SNEX Position: Q4 2019 in Review

Advisor Group held its StoneX (SNEX) position steady in Q4 2019 at 1,392 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4196.

Advisor Group first reported a position in SNEX in Q3 2016 and has held it in 14 quarters since. 142 funds tracked by Wall St. Rank hold SNEX as of Q4 2019.

  • Advisor Group held 1,392 shares of StoneX worth $13K as of Q4 2019.
  • Advisor Group left its StoneX share count unchanged in Q4 2019.
  • StoneX made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4196 holding.
  • Advisor Group first reported a position in StoneX in Q3 2016 and has held it in 14 quarters since.
  • 142 funds tracked by Wall St. Rank held StoneX as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.