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B. Riley Wealth Advisors’s StoneX SNEX Stock Holding History

B. Riley Wealth 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
2023
Q1 		– Sell
-38,647
Closed -$728K – 1611
2022
Q4 		$728K Buy
38,647
+3,063
+9% +$56.7K 0.02% 651
2022
Q3 		$583K Buy
+35,584
New +$609K 0.02% 687

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
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's SNEX Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of StoneX (SNEX) in Q1 2023, closing a stake of 38,647 shares — an estimated $728K sold.

B. Riley Wealth Advisors first reported a position in SNEX in Q3 2022 and held it in 2 quarters. The position peaked at $728K in Q4 2022. 219 funds tracked by Wall St. Rank hold SNEX as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining StoneX position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 38,647 StoneX shares in Q1 2023, an estimated $728K.
  • B. Riley Wealth Advisors first reported a position in StoneX in Q3 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's StoneX position peaked at $728K in Q4 2022.
  • 219 funds tracked by Wall St. Rank held StoneX as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.