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Wipfli Financial Advisors’s StoneX SNEX Stock Holding History

Wipfli Financial 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
2022
Q3 		$6K Buy
+385
New +$6.58K ﹤0.01% 2040

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
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wipfli Financial Advisors's SNEX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in StoneX (SNEX) in Q3 2022: 385 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2040 among its holdings.

201 funds tracked by Wall St. Rank hold SNEX as of Q3 2022.

  • Wipfli Financial Advisors held 385 shares of StoneX worth $6K as of Q3 2022.
  • StoneX was a new Wipfli Financial Advisors position in Q3 2022.
  • StoneX made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2040 holding.
  • 201 funds tracked by Wall St. Rank held StoneX as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.