Raymond James Financial Services Advisors’s StoneX SNEX Stock Holding History

Raymond James Financial Services 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
2024 Q3	$826K	Buy	34,050 +23	+0.1%	+$542	﹤0.01%	2290
2024 Q2	$759K	Sell	34,027 -6,507	-16%	-$139K	﹤0.01%	2255
2024 Q1	$844K	Hold	40,534	–	–	﹤0.01%	2173
2023 Q4	$887K	Sell	40,534 -98	-0.2%	-$1.86K	﹤0.01%	2059
2023 Q3	$778K	Hold	40,632	–	–	﹤0.01%	2055
2023 Q2	$667K	Buy	40,632 +46	+0.1%	+$821	﹤0.01%	2167
2023 Q1	$830K	Hold	40,586	–	–	﹤0.01%	2024
2022 Q4	$764K	Buy	40,586 +26,760	+194%	+$495K	﹤0.01%	2018
2022 Q3	$227K	Sell	13,826 -293	-2%	-$5.01K	﹤0.01%	2765
2022 Q2	$218K	Sell	14,119 -76	-0.5%	-$1.1K	﹤0.01%	2825
2022 Q1	$208K	Buy	+14,195	New	+$197K	﹤0.01%	2942
2021 Q2	–	Sell	-15,830	Closed	-$204K	–	3373
2021 Q1	$204K	Buy	+15,830	New	+$191K	﹤0.01%	2897

Other funds holding SNEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Raymond James Financial Services Advisors's SNEX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its StoneX (SNEX) stake by 0.07% in Q3 2024, buying an estimated $542 and bringing the position to 34,050 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Raymond James Financial Services Advisors first reported a position in SNEX in Q1 2021 and has held it in 12 quarters since. The position peaked at $887K in Q4 2023. 258 funds tracked by Wall St. Rank hold SNEX as of Q3 2024.

Raymond James Financial Services Advisors held 34,050 shares of StoneX worth $826K as of Q3 2024.
Raymond James Financial Services Advisors bought 23 StoneX shares in Q3 2024, an estimated $542.
StoneX made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2290 holding.
Raymond James Financial Services Advisors first reported a position in StoneX in Q1 2021 and has held it in 12 quarters since.
Raymond James Financial Services Advisors's StoneX position peaked at $887K in Q4 2023.
258 funds tracked by Wall St. Rank held StoneX as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.