Howe & Rusling’s StoneX SNEX Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-96	Closed	-$2K	–	908
2022 Q3	$2K	Buy	96 +30	+45%	+$513	﹤0.01%	907
2022 Q2	$1K	Buy	+66	New	+$953	﹤0.01%	997

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Howe & Rusling's SNEX Position: Q4 2022 in Review

Howe & Rusling sold out of StoneX (SNEX) in Q4 2022, closing a stake of 96 shares — an estimated $2K sold.

Howe & Rusling first reported a position in SNEX in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 229 funds tracked by Wall St. Rank hold SNEX as of Q4 2022.

Howe & Rusling reported no remaining StoneX position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 96 StoneX shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in StoneX in Q2 2022 and held it in 2 quarters.
Howe & Rusling's StoneX position peaked at $2K in Q3 2022.
229 funds tracked by Wall St. Rank held StoneX as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.