Planned Solutions’s StoneX SNEX Stock Holding History

Planned Solutions’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
2021 Q1	–	Sell	-1,013	Closed	-$12K	–	350
2020 Q4	$12K	Buy	+1,013	New	+$11.4K	0.01%	323

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

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

SAM

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

Planned Solutions's SNEX Position: Q1 2021 in Review

Planned Solutions sold out of StoneX (SNEX) in Q1 2021, closing a stake of 1,013 shares — an estimated $12K sold.

Planned Solutions first reported a position in SNEX in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 152 funds tracked by Wall St. Rank hold SNEX as of Q1 2021.

Planned Solutions reported no remaining StoneX position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 1,013 StoneX shares in Q1 2021, an estimated $12K.
Planned Solutions first reported a position in StoneX in Q4 2020 and held it in 1 quarter.
Planned Solutions's StoneX position peaked at $12K in Q4 2020.
152 funds tracked by Wall St. Rank held StoneX as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.