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OneDigital Investment Advisors’s StoneX SNEX Stock Holding History

OneDigital Investment Advisors’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
-744
Closed -$6K – 1268
2019
Q1 		$6K Buy
+744
New +$5.87K ﹤0.01% 969

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 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
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OneDigital Investment Advisors's SNEX Position: Q2 2019 in Review

OneDigital Investment Advisors sold out of StoneX (SNEX) in Q2 2019, closing a stake of 744 shares — an estimated $6K sold.

OneDigital Investment Advisors first reported a position in SNEX in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 135 funds tracked by Wall St. Rank hold SNEX as of Q2 2019.

  • OneDigital Investment Advisors reported no remaining StoneX position as of Q2 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 744 StoneX shares in Q2 2019, an estimated $6K.
  • OneDigital Investment Advisors first reported a position in StoneX in Q1 2019 and held it in 1 quarter.
  • OneDigital Investment Advisors's StoneX position peaked at $6K in Q1 2019.
  • 135 funds tracked by Wall St. Rank held StoneX as of Q2 2019.

Based on OneDigital Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.