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Disciplined Investments’s StoneX SNEX Stock Holding History

Disciplined Investments’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
-10
Closed -$166 – 1326
2023
Q2 		$166 Hold
10
– – ﹤0.01% 1527
2023
Q1 		$207 Buy
10
+5
+100% +$95 ﹤0.01% 1475
2022
Q4 		$95 Buy
+5
New +$92 ﹤0.01% 1539

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Disciplined Investments's SNEX Position: Q3 2023 in Review

Disciplined Investments sold out of StoneX (SNEX) in Q3 2023, closing a stake of 10 shares — an estimated $166 sold.

Disciplined Investments first reported a position in SNEX in Q4 2022 and held it in 3 quarters. The position peaked at $207 in Q1 2023. 216 funds tracked by Wall St. Rank hold SNEX as of Q3 2023.

  • Disciplined Investments reported no remaining StoneX position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 StoneX shares in Q3 2023, an estimated $166.
  • Disciplined Investments first reported a position in StoneX in Q4 2022 and held it in 3 quarters.
  • Disciplined Investments's StoneX position peaked at $207 in Q1 2023.
  • 216 funds tracked by Wall St. Rank held StoneX as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.