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Denali Advisors’s StoneX SNEX Stock Holding History

Denali 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
2025
Q2 		– Sell
-126,803
Closed -$6.46M – 310
2025
Q1 		$6.46M Sell
126,803
-41,124
-24% -$2.07M 0.73% 35
2024
Q4 		$7.31M Sell
167,927
-29,040
-15% -$1.22M 0.77% 23
2024
Q3 		$7.17M Buy
196,967
+103,592
+111% +$3.66M 0.77% 36
2024
Q2 		$3.13M Buy
93,375
+88,130
+1,680% +$2.82M 0.86% 48
2024
Q1 		$164K Buy
5,245
+5,168
+6,712% +$155K 0.05% 243
2023
Q4 		$2.51K Buy
+77
New +$2.19K ﹤0.01% 388
2023
Q3 		– Sell
-6,814
Closed -$168K – 535
2023
Q2 		$168K Sell
6,814
-78,628
-92% -$2.1M 0.06% 232
2023
Q1 		$2.62M Sell
85,442
-60,075
-41% -$1.71M 1.09% 38
2022
Q4 		$4.11M Buy
145,517
+54
+0% +$1.5K 1.72% 7
2022
Q3 		$3.58M Sell
145,463
-57,037
-28% -$1.46M 1.69% 13
2022
Q2 		$4.68M Sell
202,500
-1,013
-0.5% -$21.9K 2.04% 1
2022
Q1 		$4.48M Buy
203,513
+23,625
+13% +$493K 1.73% 7
2021
Q4 		$3.27M Buy
179,888
+19,238
+12% +$378K 1.22% 29
2021
Q3 		$3.14M Buy
160,650
+6,750
+4% +$130K 1.31% 28
2021
Q2 		$2.77M Buy
153,900
+55,890
+57% +$1.08M 1.06% 41
2021
Q1 		$1.9M Buy
+98,010
New +$1.77M 0.58% 58

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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