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	-199	Closed	-$6.11K	–	1942
2023 Q1	$6.11K	Buy	199 +3	+2%	+$86	﹤0.01%	1395
2022 Q4	$5.53K	Hold	196	–	–	﹤0.01%	1457
2022 Q3	$5K	Hold	196	–	–	﹤0.01%	1518
2022 Q2	$5K	Hold	196	–	–	﹤0.01%	1535
2022 Q1	$4K	Buy	+196	New	+$4.09K	﹤0.01%	1785
2021 Q4	–	Sell	-179	Closed	-$3K	–	2500
2021 Q3	$3K	Buy	179 +47	+36%	+$907	﹤0.01%	2006
2021 Q2	$2K	Buy	132 +31	+31%	+$601	﹤0.01%	2086
2021 Q1	$2K	Buy	+101	New	+$1.83K	﹤0.01%	1889

Other funds holding SNEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors

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

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

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

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return