Baker Tilly Wealth Management’s Snap-on SNA Stock Holding History

Baker Tilly 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
2024 Q2	–	Sell	-1,217	Closed	-$361K	–	397
2024 Q1	$361K	Sell	1,217 -312	-20%	-$88.6K	0.07%	319
2023 Q4	$442K	Sell	1,529 -117	-7%	-$31.6K	0.07%	305
2023 Q3	$420K	Buy	1,646 +73	+5%	+$19.7K	0.07%	296
2023 Q2	$453K	Buy	1,573 +25	+2%	+$6.47K	0.05%	362
2023 Q1	$382K	Sell	1,548 -32	-2%	-$7.81K	0.04%	400
2022 Q4	$361K	Sell	1,580 -389	-20%	-$87.9K	0.04%	402
2022 Q3	$396K	Sell	1,969 -11	-0.6%	-$2.37K	0.05%	355
2022 Q2	$390K	Sell	1,980 -57	-3%	-$12.1K	0.05%	363
2022 Q1	$419K	Sell	2,037 -56	-3%	-$11.8K	0.05%	383
2021 Q4	$451K	Buy	2,093 +323	+18%	+$69K	0.05%	374
2021 Q3	$370K	Buy	1,770 +254	+17%	+$56.3K	0.05%	379
2021 Q2	$339K	Buy	1,516 +150	+11%	+$35.9K	0.05%	371
2021 Q1	$315K	Buy	+1,366	New	+$269K	0.06%	352

Other funds holding SNA

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return