CI Investments Inc
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CI Investments Inc’s StoneX SNEX Stock Holding History

CI Investments Inc’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
Q3 		– Sell
-20,412
Closed -$335K – 1341
2023
Q2 		$335K Buy
20,412
+7,255
+55% +$129K ﹤0.01% 549
2023
Q1 		$269K Buy
+13,157
New +$250K ﹤0.01% 539

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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
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
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
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

CI Investments Inc's SNEX Position: Q3 2023 in Review

CI Investments Inc sold out of StoneX (SNEX) in Q3 2023, closing a stake of 20,412 shares — an estimated $335K sold.

CI Investments Inc first reported a position in SNEX in Q1 2023 and held it in 2 quarters. The position peaked at $335K in Q2 2023. 216 funds tracked by Wall St. Rank hold SNEX as of Q3 2023.

  • CI Investments Inc reported no remaining StoneX position as of Q3 2023 after selling out during the quarter.
  • CI Investments Inc sold 20,412 StoneX shares in Q3 2023, an estimated $335K.
  • CI Investments Inc first reported a position in StoneX in Q1 2023 and held it in 2 quarters.
  • CI Investments Inc's StoneX position peaked at $335K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held StoneX as of Q3 2023.

Based on CI Investments Inc's 13F filing for Q3 2023, filed 13 Nov 2023.