AG
SNEX icon

Algert Global’s StoneX SNEX Stock Holding History

Algert Global’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
2025
Q3 		– Sell
-33,633
Closed -$2.04M – 1328
2025
Q2 		$2.04M Hold
33,633
– – 0.04% 624
2025
Q1 		$1.71M Buy
33,633
+6,682
+25% +$336K 0.04% 645
2024
Q4 		$1.17M Buy
26,951
+5,826
+28% +$245K 0.03% 744
2024
Q3 		$769K Buy
21,125
+4,297
+26% +$152K 0.02% 806
2024
Q2 		$563K Buy
16,828
+9,288
+123% +$297K 0.02% 865
2024
Q1 		$235K Sell
7,540
-20,025
-73% -$601K 0.01% 936
2023
Q4 		$904K Sell
27,565
-45,922
-62% -$1.31M 0.04% 644
2023
Q3 		$2.11M Sell
73,487
-69,053
-48% -$1.9M 0.1% 346
2023
Q2 		$3.51M Sell
142,540
-35,066
-20% -$938K 0.15% 195
2023
Q1 		$5.45M Buy
177,606
+44,337
+33% +$1.27M 0.26% 81
2022
Q4 		$3.76M Sell
133,269
-67
-0.1% -$1.86K 0.21% 129
2022
Q3 		$3.28M Buy
133,336
+58,529
+78% +$1.5M 0.2% 130
2022
Q2 		$1.73M Buy
+74,807
New +$1.62M 0.13% 243

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return