NKCFO LLC’s StoneX SNEX Stock Holding History

NKCFO LLC’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 Q4	–	Sell	-22,275	Closed	-$225K	–	132
2020 Q3	$225K	Buy	+22,275	New	+$244K	0.1%	52

Other funds holding SNEX

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

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 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SAM

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

NKCFO LLC's SNEX Position: Q4 2020 in Review

NKCFO LLC sold out of StoneX (SNEX) in Q4 2020, closing a stake of 22,275 shares — an estimated $225K sold.

NKCFO LLC first reported a position in SNEX in Q3 2020 and held it in 1 quarter. The position peaked at $225K in Q3 2020. 155 funds tracked by Wall St. Rank hold SNEX as of Q4 2020.

NKCFO LLC reported no remaining StoneX position as of Q4 2020 after selling out during the quarter.
NKCFO LLC sold 22,275 StoneX shares in Q4 2020, an estimated $225K.
NKCFO LLC first reported a position in StoneX in Q3 2020 and held it in 1 quarter.
NKCFO LLC's StoneX position peaked at $225K in Q3 2020.
155 funds tracked by Wall St. Rank held StoneX as of Q4 2020.

Based on NKCFO LLC's 13F filing for Q4 2020, filed 28 Jan 2021.