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Naples Money Management’s StoneX SNEX Stock Holding History

Naples Money 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
2024
Q3 		$16.4K Sell
675
-253
-27% -$5.97K 0.01% 145
2024
Q2 		$20.6K Sell
928
-439
-32% -$9.36K 0.02% 123
2024
Q1 		$28.5K Hold
1,367
– – 0.03% 113
2023
Q4 		$29.9K Buy
+1,367
New +$26K 0.03% 113

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Naples Money Management's SNEX Position: Q3 2024 in Review

Naples Money Management reduced its StoneX (SNEX) stake by 27% in Q3 2024, selling an estimated $5.97K and leaving 675 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #145.

Naples Money Management first reported a position in SNEX in Q4 2023 and has held it in 4 quarters since. The position peaked at $29.9K in Q4 2023. 258 funds tracked by Wall St. Rank hold SNEX as of Q3 2024.

  • Naples Money Management held 675 shares of StoneX worth $16.4K as of Q3 2024.
  • Naples Money Management sold 253 StoneX shares in Q3 2024, an estimated $5.97K.
  • StoneX made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #145 holding.
  • Naples Money Management first reported a position in StoneX in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's StoneX position peaked at $29.9K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held StoneX as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.