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180 Wealth Advisors’s Snap-on SNA Stock Holding History

180 Wealth Advisors’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,252
Closed -$282K – 401
2021
Q2 		$282K Sell
1,252
-111
-8% -$26.6K 0.06% 289
2021
Q1 		$341K Buy
1,363
+15
+1% +$2.95K 0.08% 222
2020
Q4 		$232K Sell
1,348
-28
-2% -$4.68K 0.07% 274
2020
Q3 		$213K Sell
1,376
-136
-9% -$19.7K 0.08% 244
2020
Q2 		$212K Buy
+1,512
New +$192K 0.08% 234
2020
Q1 		– Sell
-2,445
Closed -$409K – 260
2019
Q4 		$409K Sell
2,445
-497
-17% -$81.1K 0.16% 153
2019
Q3 		$460K Sell
2,942
-1,330
-31% -$204K 0.2% 138
2019
Q2 		$640K Buy
4,272
+335
+9% +$54.5K 0.29% 101
2019
Q1 		$664K Buy
+3,937
New +$625K 0.3% 92

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

180 Wealth Advisors's SNA Position: Q3 2021 in Review

180 Wealth Advisors sold out of Snap-on (SNA) in Q3 2021, closing a stake of 1,252 shares — an estimated $282K sold.

180 Wealth Advisors first reported a position in SNA in Q1 2019 and held it in 9 quarters. The position peaked at $664K in Q1 2019. 684 funds tracked by Wall St. Rank hold SNA as of Q3 2021.

  • 180 Wealth Advisors reported no remaining Snap-on position as of Q3 2021 after selling out during the quarter.
  • 180 Wealth Advisors sold 1,252 Snap-on shares in Q3 2021, an estimated $282K.
  • 180 Wealth Advisors first reported a position in Snap-on in Q1 2019 and held it in 9 quarters.
  • 180 Wealth Advisors's Snap-on position peaked at $664K in Q1 2019.
  • 684 funds tracked by Wall St. Rank held Snap-on as of Q3 2021.

Based on 180 Wealth Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.