GoalVest Advisory’s StoneX SNEX Stock Holding History

GoalVest Advisory’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
2022 Q2	–	Sell	-25	Closed	–	–	509
2022 Q1	$0	Buy	+25	New	+$348	﹤0.01%	490

Other funds holding SNEX

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

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

NTCM

Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

GoalVest Advisory's SNEX Position: Q2 2022 in Review

GoalVest Advisory sold out of StoneX (SNEX) in Q2 2022, closing a stake of 25 shares.

GoalVest Advisory first reported a position in SNEX in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 183 funds tracked by Wall St. Rank hold SNEX as of Q2 2022.

GoalVest Advisory reported no remaining StoneX position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 25 StoneX shares in Q2 2022.
GoalVest Advisory first reported a position in StoneX in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's StoneX position peaked at $0 in Q1 2022.
183 funds tracked by Wall St. Rank held StoneX as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.