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Avior Wealth Management’s StoneX SNEX Stock Holding History

Avior 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
Q2 		– Sell
-17
Closed -$351 – 3521
2024
Q1 		$351 Buy
+17
New +$340 ﹤0.01% 2676

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VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Avior Wealth Management's SNEX Position: Q2 2024 in Review

Avior Wealth Management sold out of StoneX (SNEX) in Q2 2024, closing a stake of 17 shares — an estimated $351 sold.

Avior Wealth Management first reported a position in SNEX in Q1 2024 and held it in 1 quarter. The position peaked at $351 in Q1 2024. 247 funds tracked by Wall St. Rank hold SNEX as of Q2 2024.

  • Avior Wealth Management reported no remaining StoneX position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 17 StoneX shares in Q2 2024, an estimated $351.
  • Avior Wealth Management first reported a position in StoneX in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's StoneX position peaked at $351 in Q1 2024.
  • 247 funds tracked by Wall St. Rank held StoneX as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.