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

Amplius 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
2022 Q1	–	Sell	-100	Closed	-$21K	–	773
2021 Q4	$21K	Buy	+100	New	+$21.4K	﹤0.01%	465

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Amplius Wealth Advisors's SNA Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Snap-on (SNA) in Q1 2022, closing a stake of 100 shares — an estimated $21K sold.

Amplius Wealth Advisors first reported a position in SNA in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 710 funds tracked by Wall St. Rank hold SNA as of Q1 2022.

Amplius Wealth Advisors reported no remaining Snap-on position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 100 Snap-on shares in Q1 2022, an estimated $21K.
Amplius Wealth Advisors first reported a position in Snap-on in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Snap-on position peaked at $21K in Q4 2021.
710 funds tracked by Wall St. Rank held Snap-on as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.