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IndexIQ Advisors’s StoneX SNEX Stock Holding History

IndexIQ Advisors’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
-29,241
Closed -$334K – 1298
2020
Q4 		$334K Buy
29,241
+3,017
+12% +$34.1K 0.01% 591
2020
Q3 		$265K Buy
26,224
+1,423
+6% +$15.6K 0.01% 464
2020
Q2 		$269K Sell
24,801
-1,524
-6% -$13.2K 0.01% 369
2020
Q1 		$189K Sell
26,325
-79,618
-75% -$706K 0.01% 462
2019
Q4 		$1.02M Sell
105,943
-33,620
-24% -$278K 0.04% 260
2019
Q3 		$1.13M Sell
139,563
-26,148
-16% -$205K 0.04% 304
2019
Q2 		$1.3M Buy
165,711
+38,207
+30% +$285K 0.04% 311
2019
Q1 		$976K Buy
+127,504
New +$1.01M 0.03% 427

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 $3.37T AUM 44.26% 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

IndexIQ Advisors's SNEX Position: Q1 2021 in Review

IndexIQ Advisors sold out of StoneX (SNEX) in Q1 2021, closing a stake of 29,241 shares — an estimated $334K sold.

IndexIQ Advisors first reported a position in SNEX in Q1 2019 and held it in 8 quarters. The position peaked at $1.3M in Q2 2019. 152 funds tracked by Wall St. Rank hold SNEX as of Q1 2021.

  • IndexIQ Advisors reported no remaining StoneX position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 29,241 StoneX shares in Q1 2021, an estimated $334K.
  • IndexIQ Advisors first reported a position in StoneX in Q1 2019 and held it in 8 quarters.
  • IndexIQ Advisors's StoneX position peaked at $1.3M in Q2 2019.
  • 152 funds tracked by Wall St. Rank held StoneX as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.