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Accel Wealth Management’s Snap-on SNA Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-100
Closed -$24.7K – 746
2023
Q1 		$24.7K Hold
100
– – 0.01% 651
2022
Q4 		$22.8K Sell
100
-1,586
-94% -$358K 0.01% 516
2022
Q3 		$362K Sell
1,686
-160
-9% -$34.5K 0.19% 107
2022
Q2 		$365K Buy
1,846
+2
+0.1% +$426 0.21% 99
2022
Q1 		$376K Buy
+1,844
New +$389K 0.19% 96

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Accel Wealth Management's SNA Position: Q2 2023 in Review

Accel Wealth Management sold out of Snap-on (SNA) in Q2 2023, closing a stake of 100 shares — an estimated $24.7K sold.

Accel Wealth Management first reported a position in SNA in Q1 2022 and held it in 5 quarters. The position peaked at $376K in Q1 2022. 816 funds tracked by Wall St. Rank hold SNA as of Q2 2023.

  • Accel Wealth Management reported no remaining Snap-on position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 100 Snap-on shares in Q2 2023, an estimated $24.7K.
  • Accel Wealth Management first reported a position in Snap-on in Q1 2022 and held it in 5 quarters.
  • Accel Wealth Management's Snap-on position peaked at $376K in Q1 2022.
  • 816 funds tracked by Wall St. Rank held Snap-on as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.