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AXS Investments’s StoneX SNEX Stock Holding History

AXS Investments’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
Q3 		– Sell
-52,124
Closed -$1.16M – 247
2024
Q2 		$1.16M Buy
52,124
+39,822
+324% +$849K 0.32% 140
2024
Q1 		$256K Sell
12,302
-1,451
-11% -$29K 0.06% 253
2023
Q4 		$301K Buy
+13,753
New +$261K 0.07% 258
2023
Q1 		– Sell
-3,605
Closed -$67.9K – 414
2022
Q4 		$67.9K Buy
+3,605
New +$66.7K 0.02% 262

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
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

AXS Investments's SNEX Position: Q3 2024 in Review

AXS Investments sold out of StoneX (SNEX) in Q3 2024, closing a stake of 52,124 shares — an estimated $1.16M sold.

AXS Investments first reported a position in SNEX in Q4 2022 and held it in 4 quarters. The position peaked at $1.16M in Q2 2024. 257 funds tracked by Wall St. Rank hold SNEX as of Q3 2024.

  • AXS Investments reported no remaining StoneX position as of Q3 2024 after selling out during the quarter.
  • AXS Investments sold 52,124 StoneX shares in Q3 2024, an estimated $1.16M.
  • AXS Investments first reported a position in StoneX in Q4 2022 and held it in 4 quarters.
  • AXS Investments's StoneX position peaked at $1.16M in Q2 2024.
  • 257 funds tracked by Wall St. Rank held StoneX as of Q3 2024.

Based on AXS Investments's 13F filing for Q3 2024, filed 13 Nov 2024.