Bard Financial Services’s Snowflake SNOW Stock Holding History

Bard Financial Services’s Portfolio SNOW Stock Details SNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,300	Closed	-$259K	–	236
2023 Q4	$259K	Sell	1,300 -100	-7%	-$16.9K	0.03%	199
2023 Q3	$214K	Hold	1,400	–	–	0.03%	206
2023 Q2	$246K	Sell	1,400 -75	-5%	-$12.2K	0.02%	271
2023 Q1	$228K	Buy	+1,475	New	+$216K	0.02%	284
2022 Q4	–	Sell	-1,225	Closed	-$208K	–	310
2022 Q3	$208K	Buy	+1,225	New	+$203K	0.02%	270
2022 Q2	–	Sell	-1,175	Closed	-$269K	–	307
2022 Q1	$269K	Buy	+1,175	New	+$304K	0.02%	254

Other funds holding SNOW

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Bard Financial Services's SNOW Position: Q1 2024 in Review

Bard Financial Services sold out of Snowflake (SNOW) in Q1 2024, closing a stake of 1,300 shares — an estimated $259K sold.

Bard Financial Services first reported a position in SNOW in Q1 2022 and held it in 6 quarters. The position peaked at $269K in Q1 2022. 1,099 funds tracked by Wall St. Rank hold SNOW as of Q1 2024.

Bard Financial Services reported no remaining Snowflake position as of Q1 2024 after selling out during the quarter.
Bard Financial Services sold 1,300 Snowflake shares in Q1 2024, an estimated $259K.
Bard Financial Services first reported a position in Snowflake in Q1 2022 and held it in 6 quarters.
Bard Financial Services's Snowflake position peaked at $269K in Q1 2022.
1,099 funds tracked by Wall St. Rank held Snowflake as of Q1 2024.

Based on Bard Financial Services's 13F filing for Q1 2024, filed 6 May 2024.