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FinTrust Capital Advisors’s StoneX SNEX Stock Holding History

FinTrust Capital 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
2024
Q3 		$43.3K Hold
1,190
– – 0.01% 614
2024
Q2 		$39.8K Hold
1,190
– – 0.01% 604
2024
Q1 		$37.2K Buy
1,190
+177
+17% +$5.31K 0.01% 609
2023
Q4 		$33.2K Hold
1,013
– – 0.01% 597
2023
Q3 		$29.1K Sell
1,013
-118
-10% -$3.25K 0.01% 576
2023
Q2 		$31.9K Hold
1,131
– – 0.01% 537
2023
Q1 		$31.9K Hold
1,131
– – 0.01% 536
2022
Q4 		$31.9K Hold
1,131
– – 0.01% 535
2022
Q3 		$30K Buy
1,131
+58
+5% +$1.49K 0.01% 626
2022
Q2 		$26K Buy
+1,073
New +$23.2K 0.01% 671

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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