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Baystate Wealth Management’s Snap-on SNA Stock Holding History

Baystate 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
2023
Q4 		$2.4K Hold
8
– – ﹤0.01% 1028
2023
Q3 		$2.11K Hold
8
– – ﹤0.01% 796
2023
Q2 		$2.38K Hold
8
– – ﹤0.01% 817
2023
Q1 		$2.03K Hold
8
– – ﹤0.01% 825
2022
Q4 		$2K Hold
8
– – ﹤0.01% 811
2022
Q3 		$2K Hold
8
– – ﹤0.01% 767
2022
Q2 		$2K Hold
8
– – ﹤0.01% 784
2022
Q1 		$2K Hold
8
– – ﹤0.01% 773
2021
Q4 		$2K Hold
8
– – ﹤0.01% 779
2021
Q3 		$2K Hold
8
– – ﹤0.01% 704
2021
Q2 		$2K Hold
8
– – ﹤0.01% 674
2021
Q1 		$2K Buy
+8
New +$1.57K ﹤0.01% 610

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Baystate Wealth Management's SNA Position: Q4 2023 in Review

Baystate Wealth Management held its Snap-on (SNA) position steady in Q4 2023 at 8 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Baystate Wealth Management first reported a position in SNA in Q1 2021 and has held it in 12 quarters since. 862 funds tracked by Wall St. Rank hold SNA as of Q4 2023.

  • Baystate Wealth Management held 8 shares of Snap-on worth $2.4K as of Q4 2023.
  • Baystate Wealth Management left its Snap-on share count unchanged in Q4 2023.
  • Snap-on made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1028 holding.
  • Baystate Wealth Management first reported a position in Snap-on in Q1 2021 and has held it in 12 quarters since.
  • 862 funds tracked by Wall St. Rank held Snap-on as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.