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AJ Wealth Strategies’s Snowflake SNOW Stock Holding History

AJ Wealth Strategies’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$269K Buy
+1,531
New +$249K 0.01% 252
2023
Q1 		– Sell
-2,296
Closed -$330K – 310
2022
Q4 		$330K Buy
2,296
+327
+17% +$49.9K 0.02% 221
2022
Q3 		$335K Sell
1,969
-40
-2% -$6.62K 0.02% 226
2022
Q2 		$279K Sell
2,009
-2,607
-56% -$413K 0.01% 246
2022
Q1 		$1.06M Buy
4,616
+217
+5% +$56.1K 0.05% 132
2021
Q4 		$1.49M Buy
4,399
+1,085
+33% +$378K 0.07% 115
2021
Q3 		$1M Buy
3,314
+288
+10% +$81.9K 0.05% 127
2021
Q2 		$732K Sell
3,026
-142
-4% -$33K 0.04% 151
2021
Q1 		$726K Buy
3,168
+1,158
+58% +$309K 0.05% 136
2020
Q4 		$566K Buy
+2,010
New +$572K 0.05% 137

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AJ Wealth Strategies's SNOW Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in Snowflake (SNOW) in Q2 2023: 1,531 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: AJ Wealth Strategies previously reported a position in SNOW as recently as Q4 2022.

AJ Wealth Strategies first reported a position in SNOW in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.49M in Q4 2021. 978 funds tracked by Wall St. Rank hold SNOW as of Q2 2023.

  • AJ Wealth Strategies held 1,531 shares of Snowflake worth $269K as of Q2 2023.
  • Snowflake was a new AJ Wealth Strategies position in Q2 2023.
  • Snowflake made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #252 holding.
  • AJ Wealth Strategies first reported a position in Snowflake in Q4 2020 and has held it in 10 quarters since.
  • AJ Wealth Strategies's Snowflake position peaked at $1.49M in Q4 2021.
  • 978 funds tracked by Wall St. Rank held Snowflake as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.