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Norwood Financial’s StoneX SNEX Stock Holding History

Norwood Financial’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
Q1 		$5.27K Hold
253
– – 0.01% 257
2023
Q4 		$5.54K Hold
253
– – 0.01% 243
2023
Q3 		$4.85K Hold
253
– – 0.01% 244
2023
Q2 		$4.15K Hold
253
– – 0.01% 256
2023
Q1 		$5.18K Hold
253
– – 0.01% 245
2022
Q4 		$4.76K Hold
253
– – 0.01% 243
2022
Q3 		$4K Sell
253
-253
-50% -$4.33K 0.01% 251
2022
Q2 		$8K Hold
506
– – 0.01% 223
2022
Q1 		$7K Sell
506
-2,025
-80% -$28.2K 0.01% 229
2021
Q4 		$31K Buy
+2,531
New +$33.2K 0.04% 168

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norwood Financial's SNEX Position: Q1 2024 in Review

Norwood Financial held its StoneX (SNEX) position steady in Q1 2024 at 253 shares worth $5.27K. The position accounts for 0.01% of the portfolio, ranked #257.

Norwood Financial first reported a position in SNEX in Q4 2021 and has held it in 10 quarters since. The position peaked at $31K in Q4 2021. 239 funds tracked by Wall St. Rank hold SNEX as of Q1 2024.

  • Norwood Financial held 253 shares of StoneX worth $5.27K as of Q1 2024.
  • Norwood Financial left its StoneX share count unchanged in Q1 2024.
  • StoneX made up 0.01% of Norwood Financial's portfolio in Q1 2024, its #257 holding.
  • Norwood Financial first reported a position in StoneX in Q4 2021 and has held it in 10 quarters since.
  • Norwood Financial's StoneX position peaked at $31K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held StoneX as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.