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InceptionR’s StoneX SNEX Stock Holding History

InceptionR’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
Q4 		– Sell
-11,556
Closed -$280K – 855
2024
Q3 		$280K Buy
+11,556
New +$273K 0.07% 468
2024
Q2 		– Sell
-18,097
Closed -$377K – 832
2024
Q1 		$377K Buy
18,097
+2,474
+16% +$49.5K 0.1% 365
2023
Q4 		$342K Buy
+15,623
New +$297K 0.24% 186

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

InceptionR's SNEX Position: Q4 2024 in Review

InceptionR sold out of StoneX (SNEX) in Q4 2024, closing a stake of 11,556 shares — an estimated $280K sold.

InceptionR first reported a position in SNEX in Q4 2023 and held it in 3 quarters. The position peaked at $377K in Q1 2024. 285 funds tracked by Wall St. Rank hold SNEX as of Q4 2024.

  • InceptionR reported no remaining StoneX position as of Q4 2024 after selling out during the quarter.
  • InceptionR sold 11,556 StoneX shares in Q4 2024, an estimated $280K.
  • InceptionR first reported a position in StoneX in Q4 2023 and held it in 3 quarters.
  • InceptionR's StoneX position peaked at $377K in Q1 2024.
  • 285 funds tracked by Wall St. Rank held StoneX as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.