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Harbor Investment Advisory’s StoneX SNEX Stock Holding History

Harbor Investment 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
2024
Q2 		– Sell
-88
Closed -$1.83K – 1429
2024
Q1 		$1.83K Buy
+88
New +$1.76K ﹤0.01% 1131

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Harbor Investment Advisory's SNEX Position: Q2 2024 in Review

Harbor Investment Advisory sold out of StoneX (SNEX) in Q2 2024, closing a stake of 88 shares — an estimated $1.83K sold.

Harbor Investment Advisory first reported a position in SNEX in Q1 2024 and held it in 1 quarter. The position peaked at $1.83K in Q1 2024. 247 funds tracked by Wall St. Rank hold SNEX as of Q2 2024.

  • Harbor Investment Advisory reported no remaining StoneX position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 88 StoneX shares in Q2 2024, an estimated $1.83K.
  • Harbor Investment Advisory first reported a position in StoneX in Q1 2024 and held it in 1 quarter.
  • Harbor Investment Advisory's StoneX position peaked at $1.83K in Q1 2024.
  • 247 funds tracked by Wall St. Rank held StoneX as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.