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TCI Wealth Advisors’s StoneX SNEX Stock Holding History

TCI 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
Q2 		– Sell
-299
Closed -$6.11K – 1941
2023
Q1 		$6.11K Buy
299
+5
+2% +$95 ﹤0.01% 1395
2022
Q4 		$5.53K Hold
294
– – ﹤0.01% 1457
2022
Q3 		$5K Hold
294
– – ﹤0.01% 1518
2022
Q2 		$5K Hold
294
– – ﹤0.01% 1535
2022
Q1 		$4K Buy
+294
New +$4.09K ﹤0.01% 1785
2021
Q4 		– Sell
-268
Closed -$3K – 2499
2021
Q3 		$3K Buy
268
+71
+36% +$913 ﹤0.01% 2006
2021
Q2 		$2K Buy
197
+45
+30% +$581 ﹤0.01% 2086
2021
Q1 		$2K Buy
+152
New +$1.83K ﹤0.01% 1889

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's SNEX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of StoneX (SNEX) in Q2 2023, closing a stake of 299 shares — an estimated $6.11K sold.

TCI Wealth Advisors first reported a position in SNEX in Q1 2021 and held it in 8 quarters. The position peaked at $6.11K in Q1 2023. 211 funds tracked by Wall St. Rank hold SNEX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining StoneX position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 299 StoneX shares in Q2 2023, an estimated $6.11K.
  • TCI Wealth Advisors first reported a position in StoneX in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's StoneX position peaked at $6.11K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held StoneX as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.