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

Accurate 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 Q1	–	Sell	-51	Closed	-$12.5K	–	1234
2022 Q4	$12.5K	Buy	+51	New	+$11.5K	﹤0.01%	812

Other funds holding SNA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Accurate Wealth Management's SNA Position: Q1 2023 in Review

Accurate Wealth Management sold out of Snap-on (SNA) in Q1 2023, closing a stake of 51 shares — an estimated $12.5K sold.

Accurate Wealth Management first reported a position in SNA in Q4 2022 and held it in 1 quarter. The position peaked at $12.5K in Q4 2022. 790 funds tracked by Wall St. Rank hold SNA as of Q1 2023.

Accurate Wealth Management reported no remaining Snap-on position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 51 Snap-on shares in Q1 2023, an estimated $12.5K.
Accurate Wealth Management first reported a position in Snap-on in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Snap-on position peaked at $12.5K in Q4 2022.
790 funds tracked by Wall St. Rank held Snap-on as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.