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Clear Investment Research’s StoneX SNEX Stock Holding History

Clear Investment Research’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
2019
Q4 		– Sell
-30
Closed – – 341
2019
Q3 		$0 Hold
30
– – ﹤0.01% 370
2019
Q2 		$0 Hold
30
– – ﹤0.01% 370
2019
Q1 		$0 Hold
30
– – ﹤0.01% 356
2018
Q4 		$0 Hold
30
– – ﹤0.01% 357
2018
Q3 		$0 Buy
+30
New +$319 ﹤0.01% 362

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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 $552B AUM 44.19% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clear Investment Research's SNEX Position: Q4 2019 in Review

Clear Investment Research sold out of StoneX (SNEX) in Q4 2019, closing a stake of 30 shares.

Clear Investment Research first reported a position in SNEX in Q3 2018 and held it in 5 quarters. The position peaked at $0 in Q3 2019. 142 funds tracked by Wall St. Rank hold SNEX as of Q4 2019.

  • Clear Investment Research reported no remaining StoneX position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 30 StoneX shares in Q4 2019.
  • Clear Investment Research first reported a position in StoneX in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's StoneX position peaked at $0 in Q3 2019.
  • 142 funds tracked by Wall St. Rank held StoneX as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.