AWM
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Avior Wealth Management’s Snap-on SNA Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-19
Closed -$6.45K – 2079
2024
Q4 		$6.45K Hold
19
– – ﹤0.01% 1772
2024
Q3 		$5.5K Hold
19
– – ﹤0.01% 1746
2024
Q2 		$4.97K Sell
19
-413
-96% -$113K ﹤0.01% 1724
2024
Q1 		$128K Buy
432
+416
+2,600% +$118K 0.01% 862
2023
Q4 		$4.62K Hold
16
– – ﹤0.01% 1170
2023
Q3 		$4.08K Hold
16
– – ﹤0.01% 1252
2023
Q2 		$4.61K Hold
16
– – ﹤0.01% 1186
2023
Q1 		$3.95K Buy
+16
New +$3.91K ﹤0.01% 1261
2021
Q1 		– Sell
-2,220
Closed -$379K – 1129
2020
Q4 		$379K Sell
2,220
-780
-26% -$130K 0.05% 318
2020
Q3 		$441K Sell
3,000
-900
-23% -$131K 0.06% 261
2020
Q2 		$540K Sell
3,900
-440
-10% -$55.9K 0.08% 220
2020
Q1 		$472K Hold
4,340
– – 0.09% 204
2019
Q4 		$735K Hold
4,340
– – 0.12% 176
2019
Q3 		$679K Buy
4,340
+760
+21% +$117K 0.12% 172
2019
Q2 		$593K Hold
3,580
– – 0.11% 181
2019
Q1 		$560K Sell
3,580
-560
-14% -$88.9K 0.12% 179
2018
Q4 		$601K Buy
4,140
+940
+29% +$149K 0.15% 145
2018
Q3 		$588K Sell
3,200
-1,000
-24% -$174K 0.13% 156
2018
Q2 		$675K Hold
4,200
– – 0.15% 133
2018
Q1 		$620K Buy
4,200
+550
+15% +$90.4K 0.14% 142
2017
Q4 		$636K Buy
+3,650
New +$590K 0.14% 139

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's SNA Position: Q1 2025 in Review

Avior Wealth Management sold out of Snap-on (SNA) in Q1 2025, closing a stake of 19 shares — an estimated $6.45K sold.

Avior Wealth Management first reported a position in SNA in Q4 2017 and held it in 21 quarters. The position peaked at $735K in Q4 2019. 968 funds tracked by Wall St. Rank hold SNA as of Q1 2025.

  • Avior Wealth Management reported no remaining Snap-on position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 19 Snap-on shares in Q1 2025, an estimated $6.45K.
  • Avior Wealth Management first reported a position in Snap-on in Q4 2017 and held it in 21 quarters.
  • Avior Wealth Management's Snap-on position peaked at $735K in Q4 2019.
  • 968 funds tracked by Wall St. Rank held Snap-on as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.