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Safeguard Investment Advisory Group’s StoneX SNEX Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-709
Closed -$8K – 609
2020
Q4 		$8K Buy
+709
New +$8.01K 0.01% 458

Other funds holding SNEX

BlackRock
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
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's SNEX Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of StoneX (SNEX) in Q1 2021, closing a stake of 709 shares — an estimated $8K sold.

Safeguard Investment Advisory Group first reported a position in SNEX in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 152 funds tracked by Wall St. Rank hold SNEX as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining StoneX position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 709 StoneX shares in Q1 2021, an estimated $8K.
  • Safeguard Investment Advisory Group first reported a position in StoneX in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's StoneX position peaked at $8K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held StoneX as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.