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Harvest Group Wealth Management’s StoneX SNEX Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-25
Closed – – 607
2020
Q4 		$0 Hold
25
– – ﹤0.01% 840
2020
Q3 		$0 Hold
25
– – ﹤0.01% 806
2020
Q2 		$0 Hold
25
– – ﹤0.01% 813
2020
Q1 		$0 Sell
25
-107
-81% -$949 ﹤0.01% 951
2019
Q4 		$1K Hold
132
– – ﹤0.01% 861
2019
Q3 		$1K Hold
132
– – ﹤0.01% 920
2019
Q2 		$1K Hold
132
– – ﹤0.01% 807
2019
Q1 		$1K Buy
+132
New +$1.04K ﹤0.01% 842

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Harvest Group Wealth Management's SNEX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of StoneX (SNEX) in Q1 2021, closing a stake of 25 shares.

Harvest Group Wealth Management first reported a position in SNEX in Q1 2019 and held it in 8 quarters. The position peaked at $1K in Q4 2019. 152 funds tracked by Wall St. Rank hold SNEX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining StoneX position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 25 StoneX shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in StoneX in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's StoneX position peaked at $1K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held StoneX as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.