Scarborough Advisors’s StoneX SNEX Stock Holding History

Scarborough 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 Q1	–	Sell	-10	Closed	-$221	–	675
2023 Q4	$221	Buy	+10	New	+$190	﹤0.01%	684

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Scarborough Advisors's SNEX Position: Q1 2024 in Review

Scarborough Advisors sold out of StoneX (SNEX) in Q1 2024, closing a stake of 10 shares — an estimated $221 sold.

Scarborough Advisors first reported a position in SNEX in Q4 2023 and held it in 1 quarter. The position peaked at $221 in Q4 2023. 237 funds tracked by Wall St. Rank hold SNEX as of Q1 2024.

Scarborough Advisors reported no remaining StoneX position as of Q1 2024 after selling out during the quarter.
Scarborough Advisors sold 10 StoneX shares in Q1 2024, an estimated $221.
Scarborough Advisors first reported a position in StoneX in Q4 2023 and held it in 1 quarter.
Scarborough Advisors's StoneX position peaked at $221 in Q4 2023.
237 funds tracked by Wall St. Rank held StoneX as of Q1 2024.

Based on Scarborough Advisors's 13F filing for Q1 2024, filed 10 May 2024.