TFO
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Tarbox Family Office’s StoneX SNEX Stock Holding History

Tarbox Family Office’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
2020
Q1 		– Sell
-370
Closed -$4K – 1302
2019
Q4 		$4K Hold
370
– – ﹤0.01% 597
2019
Q3 		$3K Hold
370
– – ﹤0.01% 643
2019
Q2 		$3K Buy
+370
New +$2.76K ﹤0.01% 645

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tarbox Family Office's SNEX Position: Q1 2020 in Review

Tarbox Family Office sold out of StoneX (SNEX) in Q1 2020, closing a stake of 370 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in SNEX in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 125 funds tracked by Wall St. Rank hold SNEX as of Q1 2020.

  • Tarbox Family Office reported no remaining StoneX position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 370 StoneX shares in Q1 2020, an estimated $4K.
  • Tarbox Family Office first reported a position in StoneX in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's StoneX position peaked at $4K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held StoneX as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.