Sowell Financial Services’s StoneX SNEX Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-24,671	Closed	-$466K	–	2387
2021 Q1	$466K	Buy	24,671 +371	+2%	+$6.71K	0.02%	673
2020 Q4	$417K	Buy	+24,300	New	+$412K	0.02%	574

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

Dimensional Fund Advisors

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

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

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

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

Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return