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Gupta Wealth Management’s StoneX SNEX Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$48K Buy
9,087
+5,923
+187% +$31.9K 0.01% 446
2015
Q4 		$21K Buy
+3,164
New +$20.2K 0.01% 650

Other funds holding SNEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gupta Wealth Management's SNEX Position: Q1 2016 in Review

Gupta Wealth Management increased its StoneX (SNEX) stake by 187% in Q1 2016, buying an estimated $31.9K and bringing the position to 9,087 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #446.

Gupta Wealth Management first reported a position in SNEX in Q4 2015 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold SNEX as of Q1 2016.

  • Gupta Wealth Management held 9,087 shares of StoneX worth $48K as of Q1 2016.
  • Gupta Wealth Management bought 5,923 StoneX shares in Q1 2016, an estimated $31.9K.
  • StoneX made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #446 holding.
  • Gupta Wealth Management first reported a position in StoneX in Q4 2015 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held StoneX as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.