BTWM
SNA icon

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Baker Tilly Wealth Management's SNA Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Snap-on (SNA) in Q2 2024, closing a stake of 1,217 shares — an estimated $361K sold.

Baker Tilly Wealth Management first reported a position in SNA in Q1 2021 and held it in 13 quarters. The position peaked at $453K in Q2 2023. 869 funds tracked by Wall St. Rank hold SNA as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Snap-on position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,217 Snap-on shares in Q2 2024, an estimated $361K.
  • Baker Tilly Wealth Management first reported a position in Snap-on in Q1 2021 and held it in 13 quarters.
  • Baker Tilly Wealth Management's Snap-on position peaked at $453K in Q2 2023.
  • 869 funds tracked by Wall St. Rank held Snap-on as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.