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JP Morgan Private Wealth Advisors’s StoneX SNEX Stock Holding History

JP Morgan Private Wealth 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
2018
Q4 		– Sell
-1,438,180
Closed -$13.7M – 1573
2018
Q3 		$13.7M Hold
1,438,180
– – 0.07% 248
2018
Q2 		$14.7M Buy
+1,438,180
New +$13.5M 0.08% 227

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SNEX Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of StoneX (SNEX) in Q4 2018, closing a stake of 1,438,180 shares — an estimated $13.7M sold.

JP Morgan Private Wealth Advisors first reported a position in SNEX in Q2 2018 and held it in 2 quarters. The position peaked at $14.7M in Q2 2018. 128 funds tracked by Wall St. Rank hold SNEX as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining StoneX position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,438,180 StoneX shares in Q4 2018, an estimated $13.7M.
  • JP Morgan Private Wealth Advisors first reported a position in StoneX in Q2 2018 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's StoneX position peaked at $14.7M in Q2 2018.
  • 128 funds tracked by Wall St. Rank held StoneX as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.