Envestnet Asset Management
SNEX icon

Envestnet Asset Management’s StoneX SNEX Stock Holding History

Envestnet Asset Management’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 		$14M Sell
174,162
-14,229
-8% -$1.08M ﹤0.01% 1597
2025
Q4 		$11.9M Sell
188,391
-4,893
-3% -$308K ﹤0.01% 1579
2025
Q3 		$13M Buy
193,284
+8,625
+5% +$549K ﹤0.01% 1589
2025
Q2 		$11.2M Sell
184,659
-40,382
-18% -$2.28M ﹤0.01% 1660
2025
Q1 		$11.5M Buy
225,041
+13,872
+7% +$698K ﹤0.01% 1571
2024
Q4 		$9.19M Sell
211,169
-4,784
-2% -$201K ﹤0.01% 1712
2024
Q3 		$7.86M Sell
215,953
-7,121
-3% -$252K ﹤0.01% 1807
2024
Q2 		$7.47M Buy
223,074
+14,114
+7% +$451K ﹤0.01% 1748
2024
Q1 		$6.53M Buy
208,960
+23,884
+13% +$717K ﹤0.01% 1802
2023
Q4 		$6.07M Buy
185,076
+31,362
+20% +$893K ﹤0.01% 1760
2023
Q3 		$4.41M Buy
153,714
+120,835
+368% +$3.33M ﹤0.01% 1882
2023
Q2 		$809K Buy
32,879
+8,717
+36% +$233K ﹤0.01% 2901
2023
Q1 		$741K Buy
24,162
+5,410
+29% +$154K ﹤0.01% 2880
2022
Q4 		$529K Sell
18,752
-840
-4% -$23.3K ﹤0.01% 3069
2022
Q3 		$481K Sell
19,592
-3,442
-15% -$88.3K ﹤0.01% 3040
2022
Q2 		$533K Buy
23,034
+9,520
+70% +$206K ﹤0.01% 3022
2022
Q1 		$297K Buy
+13,514
New +$282K ﹤0.01% 3455
2021
Q1 		– Sell
-11,671
Closed -$200K – 3569
2020
Q4 		$200K Buy
+11,671
New +$198K ﹤0.01% 3143
2020
Q3 		– Sell
-15,663
Closed -$255K – 3181
2020
Q2 		$255K Buy
+15,663
New +$204K ﹤0.01% 2761

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