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	-167	Closed	-$2K	–	1669
2021 Q1	$2K	Buy	+167	New	+$2.01K	﹤0.01%	1917
2020 Q2	–	Sell	-167	Closed	-$1K	–	1189
2020 Q1	$1K	Hold	167	–	–	﹤0.01%	1428
2019 Q4	$2K	Hold	167	–	–	﹤0.01%	1275
2019 Q3	$1K	Hold	167	–	–	﹤0.01%	1300
2019 Q2	$1K	Hold	167	–	–	﹤0.01%	1268
2019 Q1	$1K	Hold	167	–	–	﹤0.01%	1170
2018 Q4	$1K	Hold	167	–	–	﹤0.01%	1157
2018 Q3	$2K	Hold	167	–	–	﹤0.01%	1134
2018 Q2	$2K	Hold	167	–	–	﹤0.01%	1134
2018 Q1	$1K	Hold	167	–	–	﹤0.01%	1025
2017 Q4	$1K	Hold	167	–	–	﹤0.01%	1021
2017 Q3	$1K	Buy	+167	New	+$1.22K	﹤0.01%	840

Other funds holding SNEX

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

NTCM

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

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

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

PAIM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCMF

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

SAM

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

Wealthcare Advisory Partners's SNEX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of StoneX (SNEX) in Q2 2021, closing a stake of 167 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in SNEX in Q3 2017 and held it in 12 quarters. The position peaked at $2K in Q1 2021. 158 funds tracked by Wall St. Rank hold SNEX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining StoneX position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 167 StoneX shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in StoneX in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's StoneX position peaked at $2K in Q1 2021.
158 funds tracked by Wall St. Rank held StoneX as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.