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Omnia Family Wealth’s StoneX SNEX Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-258
Closed -$2K – 455
2019
Q1 		$2K Hold
258
– – ﹤0.01% 487
2018
Q4 		$2K Hold
258
– – ﹤0.01% 443
2018
Q3 		$2K Hold
258
– – ﹤0.01% 483
2018
Q2 		$3K Hold
258
– – ﹤0.01% 374
2018
Q1 		$2K Hold
258
– – ﹤0.01% 479
2017
Q4 		$2K Hold
258
– – ﹤0.01% 492
2017
Q3 		$2K Hold
258
– – ﹤0.01% 505
2017
Q2 		$2K Hold
258
– – ﹤0.01% 615
2017
Q1 		$2K Hold
258
– – ﹤0.01% 612
2016
Q4 		$2K Buy
+258
New +$2K ﹤0.01% 620

Other funds holding SNEX

BlackRock
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Omnia Family Wealth's SNEX Position: Q2 2019 in Review

Omnia Family Wealth sold out of StoneX (SNEX) in Q2 2019, closing a stake of 258 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in SNEX in Q4 2016 and held it in 10 quarters. The position peaked at $3K in Q2 2018. 135 funds tracked by Wall St. Rank hold SNEX as of Q2 2019.

  • Omnia Family Wealth reported no remaining StoneX position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 258 StoneX shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in StoneX in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's StoneX position peaked at $3K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held StoneX as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.