AIA
SNEX icon

Affinity Investment Advisors’s StoneX SNEX Stock Holding History

Affinity Investment Advisors’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
-17,496
Closed -$383K – 180
2023
Q4 		$383K Sell
17,496
-12,707
-42% -$241K 0.26% 127
2023
Q3 		$578K Buy
30,203
+152
+0.5% +$2.79K 0.37% 99
2023
Q2 		$493K Buy
30,051
+132
+0.4% +$2.35K 0.29% 135
2023
Q1 		$612K Buy
+29,919
New +$569K 0.33% 125

Other funds holding SNEX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Affinity Investment Advisors's SNEX Position: Q1 2024 in Review

Affinity Investment Advisors sold out of StoneX (SNEX) in Q1 2024, closing a stake of 17,496 shares — an estimated $383K sold.

Affinity Investment Advisors first reported a position in SNEX in Q1 2023 and held it in 4 quarters. The position peaked at $612K in Q1 2023. 237 funds tracked by Wall St. Rank hold SNEX as of Q1 2024.

  • Affinity Investment Advisors reported no remaining StoneX position as of Q1 2024 after selling out during the quarter.
  • Affinity Investment Advisors sold 17,496 StoneX shares in Q1 2024, an estimated $383K.
  • Affinity Investment Advisors first reported a position in StoneX in Q1 2023 and held it in 4 quarters.
  • Affinity Investment Advisors's StoneX position peaked at $612K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held StoneX as of Q1 2024.

Based on Affinity Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.