PG
SNEX icon

Patten Group’s StoneX SNEX Stock Holding History

Patten 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
2024
Q4 		– Sell
-15,441
Closed -$375K – 254
2024
Q3 		$375K Hold
15,441
– – 0.08% 206
2024
Q2 		$345K Hold
15,441
– – 0.08% 207
2024
Q1 		$321K Hold
15,441
– – 0.08% 206
2023
Q4 		$338K Hold
15,441
– – 0.09% 190
2023
Q3 		$296K Hold
15,441
– – 0.09% 198
2023
Q2 		$253K Hold
15,441
– – 0.04% 215
2023
Q1 		$316K Hold
15,441
– – 0.09% 196
2022
Q4 		$291K Buy
+15,441
New +$286K 0.09% 201

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Patten Group's SNEX Position: Q4 2024 in Review

Patten Group sold out of StoneX (SNEX) in Q4 2024, closing a stake of 15,441 shares — an estimated $375K sold.

Patten Group first reported a position in SNEX in Q4 2022 and held it in 8 quarters. The position peaked at $375K in Q3 2024. 285 funds tracked by Wall St. Rank hold SNEX as of Q4 2024.

  • Patten Group reported no remaining StoneX position as of Q4 2024 after selling out during the quarter.
  • Patten Group sold 15,441 StoneX shares in Q4 2024, an estimated $375K.
  • Patten Group first reported a position in StoneX in Q4 2022 and held it in 8 quarters.
  • Patten Group's StoneX position peaked at $375K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held StoneX as of Q4 2024.

Based on Patten Group's 13F filing for Q4 2024, filed 6 Feb 2025.