Next Financial Group’s StoneX SNEX Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-284	Closed	-$3K	–	1709
2020 Q1	$3K	Hold	284	–	–	﹤0.01%	1861
2019 Q4	$4K	Sell	284 -54	-16%	-$670	﹤0.01%	2036
2019 Q3	$4K	Hold	338	–	–	﹤0.01%	1968
2019 Q2	$4K	Hold	338	–	–	﹤0.01%	1966
2019 Q1	$4K	Hold	338	–	–	﹤0.01%	1328
2018 Q4	$4K	Hold	338	–	–	﹤0.01%	1623
2018 Q3	$5K	Buy	+338	New	+$5.4K	﹤0.01%	1171
2017 Q4	–	Sell	-675	Closed	-$8K	–	1243
2017 Q3	$8K	Hold	675	–	–	﹤0.01%	1303
2017 Q2	$8K	Hold	675	–	–	﹤0.01%	1414
2017 Q1	$7K	Sell	675 -675	-50%	-$7.5K	﹤0.01%	1414
2016 Q4	$16K	Sell	1,350 -338	-20%	-$3.93K	﹤0.01%	1466
2016 Q3	$19K	Hold	1,688	–	–	﹤0.01%	1394
2016 Q2	$13K	Buy	+1,688	New	+$13.5K	﹤0.01%	1124
2014 Q4	–	Sell	-810	Closed	-$4K	–	2313
2014 Q3	$4K	Buy	+810	New	+$4.58K	﹤0.01%	2169

Other funds holding SNEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return