AE Wealth Management’s StoneX SNEX Stock Holding History

AE Wealth 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
2024 Q1	–	Sell	-11,259	Closed	-$337K	–	1858
2023 Q4	$337K	Buy	11,259 +27	+0.2%	+$769	﹤0.01%	1649
2023 Q3	$323K	Hold	11,232	–	–	﹤0.01%	1586
2023 Q2	$276K	Hold	11,232	–	–	﹤0.01%	1644
2023 Q1	$345K	Sell	11,232 -27	-0.2%	-$771	﹤0.01%	1484
2022 Q4	$318K	Hold	11,259	–	–	﹤0.01%	1479
2022 Q3	$277K	Hold	11,259	–	–	﹤0.01%	1501
2022 Q2	$260K	Hold	11,259	–	–	﹤0.01%	1500
2022 Q1	$248K	Hold	11,259	–	–	﹤0.01%	1502
2021 Q4	$204K	Buy	+11,259	New	+$221K	﹤0.01%	1600

Other funds holding SNEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

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

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return