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Wealthspire Advisors (Maryland)’s StoneX SNEX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-258
Closed -$2K – 1773
2019
Q1 		$2K Buy
258
+76
+42% +$600 ﹤0.01% 2198
2018
Q4 		$1K Sell
182
-81
-31% -$687 ﹤0.01% 2321
2018
Q3 		$3K Buy
263
+101
+62% +$1.08K ﹤0.01% 2069
2018
Q2 		$2K Hold
162
– – ﹤0.01% 2198
2018
Q1 		$1K Hold
162
– – ﹤0.01% 2393
2017
Q4 		$1K Buy
+162
New +$1.33K ﹤0.01% 2333

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
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SNEX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of StoneX (SNEX) in Q2 2019, closing a stake of 258 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in SNEX in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2018. 135 funds tracked by Wall St. Rank hold SNEX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining StoneX position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 258 StoneX shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in StoneX in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s StoneX position peaked at $3K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held StoneX as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.