Simplicity Solutions’s StoneX SNEX Stock Holding History

Simplicity Solutions’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 Q4	$466K	Buy	21,303 +4,197	+25%	+$79.7K	0.01%	685
2023 Q3	$327K	Buy	17,106 +136	+0.8%	+$2.5K	0.01%	737
2023 Q2	$278K	Buy	+16,970	New	+$303K	0.01%	854
2023 Q1	–	Sell	-13,416	Closed	-$253K	–	1197
2022 Q4	$253K	Sell	13,416 -6,733	-33%	-$125K	0.03%	533
2022 Q3	$330K	Sell	20,149 -7,771	-28%	-$133K	0.05%	423
2022 Q2	$431K	Sell	27,920 -7,472	-21%	-$108K	0.06%	341
2022 Q1	$519K	Buy	+35,392	New	+$492K	0.06%	301
2021 Q4	–	Sell	-26,462	Closed	-$344K	–	596
2021 Q3	$344K	Buy	+26,462	New	+$340K	0.05%	375

Other funds holding SNEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's SNEX Position: Q4 2023 in Review

Simplicity Solutions increased its StoneX (SNEX) stake by 25% in Q4 2023, buying an estimated $79.7K and bringing the position to 21,303 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #685.

Simplicity Solutions first reported a position in SNEX in Q3 2021 and has held it in 8 quarters since. The position peaked at $519K in Q1 2022. 235 funds tracked by Wall St. Rank hold SNEX as of Q4 2023.

Simplicity Solutions held 21,303 shares of StoneX worth $466K as of Q4 2023.
Simplicity Solutions bought 4,197 StoneX shares in Q4 2023, an estimated $79.7K.
StoneX made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #685 holding.
Simplicity Solutions first reported a position in StoneX in Q3 2021 and has held it in 8 quarters since.
Simplicity Solutions's StoneX position peaked at $519K in Q1 2022.
235 funds tracked by Wall St. Rank held StoneX as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.