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Altus Wealth Group’s Snap-on SNA Stock Holding History

Altus Wealth Group’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
2022
Q4 		– Sell
-2,197
Closed -$459K – 154
2022
Q3 		$459K Hold
2,197
– – 0.46% 58
2022
Q2 		$459K Sell
2,197
-68
-3% -$14.5K 0.46% 58
2022
Q1 		$465K Buy
2,265
+60
+3% +$12.7K 0.38% 59
2021
Q4 		$475K Buy
2,205
+8
+0.4% +$1.71K 0.39% 59
2021
Q3 		$459K Buy
2,197
+227
+12% +$50.3K 0.46% 58
2021
Q2 		$440K Buy
1,970
+4
+0.2% +$957 0.43% 56
2021
Q1 		$478K Buy
1,966
+38
+2% +$7.48K 0.48% 50
2020
Q4 		$330K Buy
+1,928
New +$322K 0.32% 62

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Altus Wealth Group's SNA Position: Q4 2022 in Review

Altus Wealth Group sold out of Snap-on (SNA) in Q4 2022, closing a stake of 2,197 shares — an estimated $459K sold.

Altus Wealth Group first reported a position in SNA in Q4 2020 and held it in 8 quarters. The position peaked at $478K in Q1 2021. 761 funds tracked by Wall St. Rank hold SNA as of Q4 2022.

  • Altus Wealth Group reported no remaining Snap-on position as of Q4 2022 after selling out during the quarter.
  • Altus Wealth Group sold 2,197 Snap-on shares in Q4 2022, an estimated $459K.
  • Altus Wealth Group first reported a position in Snap-on in Q4 2020 and held it in 8 quarters.
  • Altus Wealth Group's Snap-on position peaked at $478K in Q1 2021.
  • 761 funds tracked by Wall St. Rank held Snap-on as of Q4 2022.

Based on Altus Wealth Group's 13F filing for Q4 2022, filed 18 Jan 2023.