Globeflex Capital’s StoneX SNEX Stock Holding History

Globeflex Capital’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
2021 Q4	–	Sell	-60,328	Closed	-$1.18M	–	497
2021 Q3	$1.18M	Sell	60,328 -26,700	-31%	-$515K	0.26%	126
2021 Q2	$1.56M	Buy	87,028 +68	+0.1%	+$1.32K	0.28%	116
2021 Q1	$1.69M	Hold	86,960	–	–	0.31%	95
2020 Q4	$1.49M	Buy	86,960 +2,713	+3%	+$46K	0.32%	89
2020 Q3	$1.28M	Buy	84,247 +30,254	+56%	+$496K	0.34%	85
2020 Q2	$880K	Buy	+53,993	New	+$702K	0.22%	147
2015 Q4	–	Sell	-74	Closed	-$1K	–	502
2015 Q3	$1K	Hold	74	–	–	﹤0.01%	456
2015 Q2	$1K	Buy	+74	New	+$744	﹤0.01%	461

Other funds holding SNEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return