Wealthcare Advisory Partners’s StoneX SNEX Stock Holding History

Wealthcare Advisory Partners’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	-111	Closed	-$2K	–	1669
2021 Q1	$2K	Buy	+111	New	+$2.01K	﹤0.01%	1917
2020 Q2	–	Sell	-111	Closed	-$1K	–	1189
2020 Q1	$1K	Hold	111	–	–	﹤0.01%	1428
2019 Q4	$2K	Hold	111	–	–	﹤0.01%	1275
2019 Q3	$1K	Hold	111	–	–	﹤0.01%	1300
2019 Q2	$1K	Hold	111	–	–	﹤0.01%	1268
2019 Q1	$1K	Hold	111	–	–	﹤0.01%	1170
2018 Q4	$1K	Hold	111	–	–	﹤0.01%	1157
2018 Q3	$2K	Hold	111	–	–	﹤0.01%	1134
2018 Q2	$2K	Hold	111	–	–	﹤0.01%	1134
2018 Q1	$1K	Hold	111	–	–	﹤0.01%	1025
2017 Q4	$1K	Hold	111	–	–	﹤0.01%	1021
2017 Q3	$1K	Buy	+111	New	+$1.22K	﹤0.01%	840

Other funds holding SNEX

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

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

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

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

Dimensional Fund Advisors

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

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

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

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

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

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return