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GPS Wealth Strategies Group’s StoneX SNEX Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-338
Closed -$9.69K – 1306
2023
Q3 		$9.69K Sell
338
-101
-23% -$2.78K ﹤0.01% 841
2023
Q2 		$10.8K Hold
439
– – ﹤0.01% 836
2023
Q1 		$13.5K Buy
+439
New +$12.5K ﹤0.01% 777
2022
Q4 		– Sell
-1,833
Closed -$45K – 937
2022
Q3 		$45K Hold
1,833
– – 0.01% 451
2022
Q2 		$42K Hold
1,833
– – 0.01% 475
2022
Q1 		$40K Sell
1,833
-361
-16% -$7.53K 0.01% 460
2021
Q4 		$40K Hold
2,194
– – 0.01% 447
2021
Q3 		$43K Hold
2,194
– – 0.01% 417
2021
Q2 		$39K Hold
2,194
– – 0.01% 459
2021
Q1 		$42K Buy
+2,194
New +$39.7K 0.01% 413

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return