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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
-37,007
Closed -$466K – 2384
2021
Q1 		$466K Buy
37,007
+557
+2% +$6.72K 0.02% 673
2020
Q4 		$417K Buy
+36,450
New +$412K 0.02% 574

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NTCM
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Sowell Financial Services's SNEX Position: Q2 2021 in Review

Sowell Financial Services sold out of StoneX (SNEX) in Q2 2021, closing a stake of 37,007 shares — an estimated $466K sold.

Sowell Financial Services first reported a position in SNEX in Q4 2020 and held it in 2 quarters. The position peaked at $466K in Q1 2021. 158 funds tracked by Wall St. Rank hold SNEX as of Q2 2021.

  • Sowell Financial Services reported no remaining StoneX position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 37,007 StoneX shares in Q2 2021, an estimated $466K.
  • Sowell Financial Services first reported a position in StoneX in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's StoneX position peaked at $466K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held StoneX as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.