AWM
SNAP icon

Avaii Wealth Management’s Snap SNAP Stock Holding History

Avaii Wealth Management’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
2026
Q1 		$570K Buy
123,884
+14,345
+13% +$84.5K 0.2% 66
2025
Q4 		$884K Sell
109,539
-11,212
-9% -$88.7K 0.32% 38
2025
Q3 		$881K Buy
120,751
+49,242
+69% +$408K 0.34% 40
2025
Q2 		$621K Buy
71,509
+28,245
+65% +$234K 0.28% 50
2025
Q1 		$377K Buy
43,264
+1,027
+2% +$10.7K 0.2% 70
2024
Q4 		$455K Sell
42,237
-800
-2% -$9.02K 0.22% 62
2024
Q3 		$461K Buy
43,037
+31,465
+272% +$359K 0.23% 60
2024
Q2 		$192K Buy
+11,572
New +$166K 0.11% 141
2024
Q1 		– Sell
-18,444
Closed -$312K – 151
2023
Q4 		$312K Buy
18,444
+2,625
+17% +$32.2K 0.2% 104
2023
Q3 		$141K Buy
15,819
+3,080
+24% +$32.2K 0.11% 142
2023
Q2 		$151K Buy
+12,739
New +$128K 0.12% 140

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return