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Confluence Wealth Services’s StoneX SNEX Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-1,635
Closed -$19K – 1016
2021
Q4 		$19K Buy
+1,635
New +$21.4K 0.01% 757

Other funds holding SNEX

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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Confluence Wealth Services's SNEX Position: Q1 2022 in Review

Confluence Wealth Services sold out of StoneX (SNEX) in Q1 2022, closing a stake of 1,635 shares — an estimated $19K sold.

Confluence Wealth Services first reported a position in SNEX in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 172 funds tracked by Wall St. Rank hold SNEX as of Q1 2022.

  • Confluence Wealth Services reported no remaining StoneX position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,635 StoneX shares in Q1 2022, an estimated $19K.
  • Confluence Wealth Services first reported a position in StoneX in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's StoneX position peaked at $19K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held StoneX as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.