SRC
FGNX

Shufro Rose & Co’s FG Nexus Inc FGNX Stock Holding History

Shufro Rose & Co’s Portfolio FGNX Stock Details FGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-320
Closed -$37.9K – 309
2024
Q3 		$37.9K Hold
320
– – ﹤0.01% 310
2024
Q2 		$37.9K Hold
320
– – ﹤0.01% 310
2024
Q1 		$55.2K Buy
+320
New +$55.1K ﹤0.01% 308

Other funds holding FGNX

EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shufro Rose & Co's FGNX Position: Q4 2024 in Review

Shufro Rose & Co sold out of FG Nexus Inc (FGNX) in Q4 2024, closing a stake of 320 shares — an estimated $37.9K sold.

Shufro Rose & Co first reported a position in FGNX in Q1 2024 and held it in 3 quarters. The position peaked at $55.2K in Q1 2024. 10 funds tracked by Wall St. Rank hold FGNX as of Q4 2024.

  • Shufro Rose & Co reported no remaining FG Nexus Inc position as of Q4 2024 after selling out during the quarter.
  • Shufro Rose & Co sold 320 FG Nexus Inc shares in Q4 2024, an estimated $37.9K.
  • Shufro Rose & Co first reported a position in FG Nexus Inc in Q1 2024 and held it in 3 quarters.
  • Shufro Rose & Co's FG Nexus Inc position peaked at $55.2K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held FG Nexus Inc as of Q4 2024.

Based on Shufro Rose & Co's 13F filing for Q4 2024, filed 25 Feb 2025.