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Fortis Capital Advisors’s StoneX SNEX Stock Holding History

Fortis 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
2023
Q2 		– Sell
-66
Closed -$1.35K – 530
2023
Q1 		$1.35K Buy
66
+15
+29% +$285 ﹤0.01% 595
2022
Q4 		$953 Buy
+51
New +$943 ﹤0.01% 614

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 $3.38T AUM 44.17% 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
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortis Capital Advisors's SNEX Position: Q2 2023 in Review

Fortis Capital Advisors sold out of StoneX (SNEX) in Q2 2023, closing a stake of 66 shares — an estimated $1.35K sold.

Fortis Capital Advisors first reported a position in SNEX in Q4 2022 and held it in 2 quarters. The position peaked at $1.35K in Q1 2023. 211 funds tracked by Wall St. Rank hold SNEX as of Q2 2023.

  • Fortis Capital Advisors reported no remaining StoneX position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 66 StoneX shares in Q2 2023, an estimated $1.35K.
  • Fortis Capital Advisors first reported a position in StoneX in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's StoneX position peaked at $1.35K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held StoneX as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.