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New York Life Investment Management’s StoneX SNEX Stock Holding History

New York Life Investment 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
Q2 		– Sell
-17,915
Closed -$373K – 1259
2024
Q1 		$373K Buy
17,915
+1,033
+6% +$20.7K ﹤0.01% 920
2023
Q4 		$369K Sell
16,882
-528
-3% -$10K ﹤0.01% 1066
2023
Q3 		$333K Sell
17,410
-2,744
-14% -$50.4K ﹤0.01% 1050
2023
Q2 		$331K Sell
20,154
-3,518
-15% -$62.8K ﹤0.01% 1207
2023
Q1 		$484K Buy
+23,672
New +$450K 0.01% 815

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

New York Life Investment Management's SNEX Position: Q2 2024 in Review

New York Life Investment Management sold out of StoneX (SNEX) in Q2 2024, closing a stake of 17,915 shares — an estimated $373K sold.

New York Life Investment Management first reported a position in SNEX in Q1 2023 and held it in 5 quarters. The position peaked at $484K in Q1 2023. 248 funds tracked by Wall St. Rank hold SNEX as of Q2 2024.

  • New York Life Investment Management reported no remaining StoneX position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 17,915 StoneX shares in Q2 2024, an estimated $373K.
  • New York Life Investment Management first reported a position in StoneX in Q1 2023 and held it in 5 quarters.
  • New York Life Investment Management's StoneX position peaked at $484K in Q1 2023.
  • 248 funds tracked by Wall St. Rank held StoneX as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.