C
SNEX icon

Covestor’s StoneX SNEX Stock Holding History

Covestor’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
2026
Q1 		$112K Sell
1,392
-1,103
-44% -$83.7K 0.08% 247
2025
Q4 		$159K Sell
2,495
-1,101
-31% -$69.2K 0.08% 316
2025
Q3 		$242K Sell
3,596
-336
-9% -$21.4K 0.13% 146
2025
Q2 		$239K Sell
3,932
-274
-7% -$15.4K 0.14% 119
2025
Q1 		$214K Buy
4,206
+1,576
+60% +$79.3K 0.14% 135
2024
Q4 		$115K Sell
2,630
-66
-2% -$2.77K 0.07% 442
2024
Q3 		$98K Sell
2,696
-369
-12% -$13.1K 0.06% 527
2024
Q2 		$103K Sell
3,065
-870
-22% -$27.8K 0.07% 470
2024
Q1 		$123K Sell
3,935
-432
-10% -$13K 0.08% 393
2023
Q4 		$143K Sell
4,367
-2,299
-34% -$65.5K 0.1% 278
2023
Q3 		$191K Buy
6,666
+1,506
+29% +$41.5K 0.14% 124
2023
Q2 		$127K Sell
5,160
-713
-12% -$19.1K 0.1% 305
2023
Q1 		$180K Buy
5,873
+5,751
+4,714% +$164K 0.16% 136
2022
Q4 		$4K Hold
122
– – ﹤0.01% 1644
2022
Q3 		$3K Buy
122
+108
+771% +$2.77K ﹤0.01% 1647
2022
Q2 		$0 Sell
14
-168
-92% -$3.64K ﹤0.01% 2354
2022
Q1 		$4K Buy
182
+47
+35% +$980 ﹤0.01% 1558
2021
Q4 		$2K Buy
+135
New +$2.65K ﹤0.01% 1578

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return