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Asset Planning Inc’s Snap SNAP Stock Holding History

Asset Planning Inc’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-400
Closed -$4.31K – 324
2024
Q4 		$4.31K Buy
+400
New +$4.51K ﹤0.01% 271

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Asset Planning Inc's SNAP Position: Q1 2025 in Review

Asset Planning Inc sold out of Snap (SNAP) in Q1 2025, closing a stake of 400 shares — an estimated $4.31K sold.

Asset Planning Inc first reported a position in SNAP in Q4 2024 and held it in 1 quarter. The position peaked at $4.31K in Q4 2024. 565 funds tracked by Wall St. Rank hold SNAP as of Q1 2025.

  • Asset Planning Inc reported no remaining Snap position as of Q1 2025 after selling out during the quarter.
  • Asset Planning Inc sold 400 Snap shares in Q1 2025, an estimated $4.31K.
  • Asset Planning Inc first reported a position in Snap in Q4 2024 and held it in 1 quarter.
  • Asset Planning Inc's Snap position peaked at $4.31K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Snap as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.