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Capital Performance Advisors’s StoneX SNEX Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-59
Closed -$2.13K – 2305
2024
Q3 		$2.13K Buy
+59
New +$2.09K ﹤0.01% 1528

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Capital Performance Advisors's SNEX Position: Q4 2024 in Review

Capital Performance Advisors sold out of StoneX (SNEX) in Q4 2024, closing a stake of 59 shares — an estimated $2.13K sold.

Capital Performance Advisors first reported a position in SNEX in Q3 2024 and held it in 1 quarter. The position peaked at $2.13K in Q3 2024. 285 funds tracked by Wall St. Rank hold SNEX as of Q4 2024.

  • Capital Performance Advisors reported no remaining StoneX position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 59 StoneX shares in Q4 2024, an estimated $2.13K.
  • Capital Performance Advisors first reported a position in StoneX in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's StoneX position peaked at $2.13K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held StoneX as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.