AWM
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Avitas Wealth Management’s Snap SNAP Stock Holding History

Avitas 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
2022
Q1 		– Sell
-19,957
Closed -$939K – 217
2021
Q4 		$939K Sell
19,957
-10,311
-34% -$580K 0.16% 131
2021
Q3 		$2.24M Buy
+30,268
New +$2.19M 0.41% 95
2019
Q4 		– Sell
-40,529
Closed -$640K – 179
2019
Q3 		$640K Buy
40,529
+229
+0.6% +$3.67K 0.18% 128
2019
Q2 		$576K Buy
+40,300
New +$493K 0.16% 138

Other funds holding SNAP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avitas Wealth Management's SNAP Position: Q1 2022 in Review

Avitas Wealth Management sold out of Snap (SNAP) in Q1 2022, closing a stake of 19,957 shares — an estimated $939K sold.

Avitas Wealth Management first reported a position in SNAP in Q2 2019 and held it in 4 quarters. The position peaked at $2.24M in Q3 2021. 727 funds tracked by Wall St. Rank hold SNAP as of Q1 2022.

  • Avitas Wealth Management reported no remaining Snap position as of Q1 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 19,957 Snap shares in Q1 2022, an estimated $939K.
  • Avitas Wealth Management first reported a position in Snap in Q2 2019 and held it in 4 quarters.
  • Avitas Wealth Management's Snap position peaked at $2.24M in Q3 2021.
  • 727 funds tracked by Wall St. Rank held Snap as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.