Appleton Partners’s StoneX SNEX Stock Holding History

Appleton Partners’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
2020 Q1	–	Sell	-28,704	Closed	-$277K	–	286
2019 Q4	$277K	Buy	+28,704	New	+$238K	0.03%	253

Other funds holding SNEX

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

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 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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Appleton Partners's SNEX Position: Q1 2020 in Review

Appleton Partners sold out of StoneX (SNEX) in Q1 2020, closing a stake of 28,704 shares — an estimated $277K sold.

Appleton Partners first reported a position in SNEX in Q4 2019 and held it in 1 quarter. The position peaked at $277K in Q4 2019. 125 funds tracked by Wall St. Rank hold SNEX as of Q1 2020.

Appleton Partners reported no remaining StoneX position as of Q1 2020 after selling out during the quarter.
Appleton Partners sold 28,704 StoneX shares in Q1 2020, an estimated $277K.
Appleton Partners first reported a position in StoneX in Q4 2019 and held it in 1 quarter.
Appleton Partners's StoneX position peaked at $277K in Q4 2019.
125 funds tracked by Wall St. Rank held StoneX as of Q1 2020.

Based on Appleton Partners's 13F filing for Q1 2020, filed 4 May 2020.