Atria Wealth Solutions’s Snowflake SNOW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.46M	Sell	11,064 -2,363	-18%	-$427K	0.06%	364
2025 Q1	$1.96M	Buy	13,427 +447	+3%	+$75.9K	0.02%	641
2024 Q4	$2M	Sell	12,980 -633	-5%	-$89.1K	0.02%	641
2024 Q3	$1.56M	Sell	13,613 -2,244	-14%	-$276K	0.02%	730
2024 Q2	$2.14M	Sell	15,857 -8,881	-36%	-$1.31M	0.02%	602
2024 Q1	$4M	Buy	24,738 +10,523	+74%	+$2.04M	0.05%	402
2023 Q4	$2.83M	Buy	14,215 +5,408	+61%	+$914K	0.04%	489
2023 Q3	$1.35M	Sell	8,807 -180	-2%	-$29.3K	0.02%	697
2023 Q2	$1.58M	Buy	8,987 +453	+5%	+$73.6K	0.02%	660
2023 Q1	$1.32M	Buy	8,534 +1,145	+15%	+$168K	0.02%	700
2022 Q4	$1.06M	Buy	7,389 +1,256	+20%	+$192K	0.02%	720
2022 Q3	$1.04M	Buy	6,133 +4,578	+294%	+$758K	0.02%	700
2022 Q2	$216K	Sell	1,555 -366	-19%	-$58K	﹤0.01%	1413
2022 Q1	$440K	Buy	+1,921	New	+$497K	0.01%	1136

Other funds holding SNOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return