Aveo Capital Partners’s Snap-on SNA Stock Holding History

Aveo Capital Partners’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
2023 Q1	–	Sell	-1,239	Closed	-$283K	–	367
2022 Q4	$283K	Buy	1,239 +231	+23%	+$52.2K	0.04%	266
2022 Q3	$203K	Buy	+1,008	New	+$217K	0.04%	259

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Aveo Capital Partners's SNA Position: Q1 2023 in Review

Aveo Capital Partners sold out of Snap-on (SNA) in Q1 2023, closing a stake of 1,239 shares — an estimated $283K sold.

Aveo Capital Partners first reported a position in SNA in Q3 2022 and held it in 2 quarters. The position peaked at $283K in Q4 2022. 790 funds tracked by Wall St. Rank hold SNA as of Q1 2023.

Aveo Capital Partners reported no remaining Snap-on position as of Q1 2023 after selling out during the quarter.
Aveo Capital Partners sold 1,239 Snap-on shares in Q1 2023, an estimated $283K.
Aveo Capital Partners first reported a position in Snap-on in Q3 2022 and held it in 2 quarters.
Aveo Capital Partners's Snap-on position peaked at $283K in Q4 2022.
790 funds tracked by Wall St. Rank held Snap-on as of Q1 2023.

Based on Aveo Capital Partners's 13F filing for Q1 2023, filed 3 May 2023.