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Sageworth Trust Company of South Dakota’s StoneX SNEX Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-56
Closed -$1K – 588
2022
Q2 		$1K Hold
56
– – ﹤0.01% 543
2022
Q1 		$1K Sell
56
-303
-84% -$4.21K ﹤0.01% 575
2021
Q4 		$4K Buy
+359
New +$4.7K 0.01% 565

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NTCM
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AC
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Sageworth Trust Company of South Dakota's SNEX Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of StoneX (SNEX) in Q3 2022, closing a stake of 56 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in SNEX in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 202 funds tracked by Wall St. Rank hold SNEX as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining StoneX position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 56 StoneX shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in StoneX in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's StoneX position peaked at $4K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held StoneX as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.