Sutton Wealth Advisors’s StoneX SNEX Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-1,655	Closed	-$31.2K	–	1457
2022 Q4	$31.2K	Hold	1,655	–	–	0.01%	540
2022 Q3	$27.1K	Hold	1,655	–	–	0.01%	558
2022 Q2	$25.5K	Sell	1,655 -6	-0.4%	-$87	0.01%	589
2022 Q1	$24.3K	Buy	1,661 +6	+0.4%	+$83	0.01%	646
2021 Q4	$20K	Buy	1,655 +30	+2%	+$393	0.01%	698
2021 Q3	$21.2K	Hold	1,625	–	–	0.01%	671
2021 Q2	$19.5K	Hold	1,625	–	–	0.01%	712
2021 Q1	$21K	Hold	1,625	–	–	0.01%	663
2020 Q4	$18.6K	Hold	1,625	–	–	0.01%	641
2020 Q3	$16.4K	Hold	1,625	–	–	0.01%	598
2020 Q2	$17.7K	Hold	1,625	–	–	0.01%	573
2020 Q1	$11.6K	Hold	1,625	–	–	0.01%	617
2019 Q4	$15.7K	Hold	1,625	–	–	0.01%	698
2019 Q3	$13.2K	Hold	1,625	–	–	0.01%	711
2019 Q2	$12.7K	Hold	1,625	–	–	0.01%	715
2019 Q1	$12.4K	Hold	1,625	–	–	0.01%	730
2018 Q4	$11.7K	Hold	1,625	–	–	0.01%	697
2018 Q3	$15.5K	Hold	1,625	–	–	0.01%	677
2018 Q2	$16.6K	Hold	1,625	–	–	0.01%	661
2018 Q1	$13.7K	Hold	1,625	–	–	0.01%	706
2017 Q4	$13.7K	Hold	1,625	–	–	0.01%	692
2017 Q3	$12.3K	Hold	1,625	–	–	0.01%	712
2017 Q2	$12.1K	Hold	1,625	–	–	0.01%	698
2017 Q1	$12.2K	Hold	1,625	–	–	0.01%	662
2016 Q4	$12.7K	Hold	1,625	–	–	0.01%	629
2016 Q3	$12.5K	Hold	1,625	–	–	0.01%	603
2016 Q2	$8.76K	Buy	+1,625	New	+$8.64K	0.01%	659

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NTCM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAIM

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

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

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

Sutton Wealth Advisors's SNEX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of StoneX (SNEX) in Q1 2023, closing a stake of 1,655 shares — an estimated $31.2K sold.

Sutton Wealth Advisors first reported a position in SNEX in Q2 2016 and held it in 27 quarters. The position peaked at $31.2K in Q4 2022. 219 funds tracked by Wall St. Rank hold SNEX as of Q1 2023.

Sutton Wealth Advisors reported no remaining StoneX position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,655 StoneX shares in Q1 2023, an estimated $31.2K.
Sutton Wealth Advisors first reported a position in StoneX in Q2 2016 and held it in 27 quarters.
Sutton Wealth Advisors's StoneX position peaked at $31.2K in Q4 2022.
219 funds tracked by Wall St. Rank held StoneX as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.