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

Arkadios 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
2021
Q4 		– Sell
-71
Closed -$14K – 1594
2021
Q3 		$14K Sell
71
-11
-13% -$2.44K ﹤0.01% 1355
2021
Q2 		$18K Buy
82
+13
+19% +$3.11K ﹤0.01% 1340
2021
Q1 		$15K Hold
69
– – ﹤0.01% 1070
2020
Q4 		$11K Sell
69
-3
-4% -$501 ﹤0.01% 936
2020
Q3 		$11.5K Sell
72
-2
-3% -$290 0.01% 724
2020
Q2 		$10.1K Sell
74
-39
-35% -$4.96K 0.01% 680
2020
Q1 		$12.3K Sell
113
-1
-0.9% -$148 0.01% 592
2019
Q4 		$17.7K Buy
+114
New +$18.6K 0.01% 481

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arkadios Wealth Advisors's SNA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Snap-on (SNA) in Q4 2021, closing a stake of 71 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in SNA in Q4 2019 and held it in 8 quarters. The position peaked at $18K in Q2 2021. 722 funds tracked by Wall St. Rank hold SNA as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Snap-on position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 71 Snap-on shares in Q4 2021, an estimated $14K.
  • Arkadios Wealth Advisors first reported a position in Snap-on in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Snap-on position peaked at $18K in Q2 2021.
  • 722 funds tracked by Wall St. Rank held Snap-on as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.