GWSG
SNEX icon

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
-506
Closed -$9.69K – 1303
2023
Q3 		$9.69K Sell
506
-152
-23% -$2.79K ﹤0.01% 841
2023
Q2 		$10.8K Hold
658
– – ﹤0.01% 836
2023
Q1 		$13.5K Buy
+658
New +$12.5K ﹤0.01% 777
2022
Q4 		– Sell
-2,749
Closed -$45K – 935
2022
Q3 		$45K Hold
2,749
– – 0.01% 451
2022
Q2 		$42K Hold
2,749
– – 0.01% 475
2022
Q1 		$40K Sell
2,749
-542
-16% -$7.54K 0.01% 460
2021
Q4 		$40K Hold
3,291
– – 0.01% 447
2021
Q3 		$43K Hold
3,291
– – 0.01% 417
2021
Q2 		$39K Hold
3,291
– – 0.01% 459
2021
Q1 		$42K Buy
+3,291
New +$39.7K 0.01% 413

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

GPS Wealth Strategies Group's SNEX Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of StoneX (SNEX) in Q4 2023, closing a stake of 506 shares — an estimated $9.69K sold.

GPS Wealth Strategies Group first reported a position in SNEX in Q1 2021 and held it in 10 quarters. The position peaked at $45K in Q3 2022. 235 funds tracked by Wall St. Rank hold SNEX as of Q4 2023.

  • GPS Wealth Strategies Group reported no remaining StoneX position as of Q4 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 506 StoneX shares in Q4 2023, an estimated $9.69K.
  • GPS Wealth Strategies Group first reported a position in StoneX in Q1 2021 and held it in 10 quarters.
  • GPS Wealth Strategies Group's StoneX position peaked at $45K in Q3 2022.
  • 235 funds tracked by Wall St. Rank held StoneX as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.