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Romano Brothers & Co’s StoneX SNEX Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-1,013
Closed -$19.1K – 868
2022
Q4 		$19.1K Buy
+1,013
New +$18.7K ﹤0.01% 623

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Romano Brothers & Co's SNEX Position: Q1 2023 in Review

Romano Brothers & Co sold out of StoneX (SNEX) in Q1 2023, closing a stake of 1,013 shares — an estimated $19.1K sold.

Romano Brothers & Co first reported a position in SNEX in Q4 2022 and held it in 1 quarter. The position peaked at $19.1K in Q4 2022. 219 funds tracked by Wall St. Rank hold SNEX as of Q1 2023.

  • Romano Brothers & Co reported no remaining StoneX position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,013 StoneX shares in Q1 2023, an estimated $19.1K.
  • Romano Brothers & Co first reported a position in StoneX in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's StoneX position peaked at $19.1K in Q4 2022.
  • 219 funds tracked by Wall St. Rank held StoneX as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.