BDO Wealth Advisors’s Snowflake SNOW Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$11.7K	Hold	67	–	–	﹤0.01%	682
2023 Q1	$10.3K	Buy	67 +4	+6%	+$586	﹤0.01%	702
2022 Q4	$8.97K	Buy	63 +15	+31%	+$2.29K	﹤0.01%	700
2022 Q3	$8K	Hold	48	–	–	﹤0.01%	759
2022 Q2	$7K	Sell	48 -23	-32%	-$3.64K	﹤0.01%	747
2022 Q1	$16K	Hold	71	–	–	﹤0.01%	641
2021 Q4	$24K	Sell	71 -148	-68%	-$51.6K	﹤0.01%	586
2021 Q3	$66K	Sell	219 -4	-2%	-$1.14K	0.01%	406
2021 Q2	$54K	Buy	223 +10	+5%	+$2.33K	0.01%	458
2021 Q1	$49K	Sell	213 -15	-7%	-$4K	0.01%	457
2020 Q4	$64K	Hold	228	–	–	0.01%	335
2020 Q3	$57K	Buy	+228	New	+$54.3K	0.01%	317

Other funds holding SNOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BDO Wealth Advisors's SNOW Position: Q2 2023 in Review

BDO Wealth Advisors held its Snowflake (SNOW) position steady in Q2 2023 at 67 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

BDO Wealth Advisors first reported a position in SNOW in Q3 2020 and has held it in 12 quarters since. The position peaked at $66K in Q3 2021. 977 funds tracked by Wall St. Rank hold SNOW as of Q2 2023.

BDO Wealth Advisors held 67 shares of Snowflake worth $11.7K as of Q2 2023.
BDO Wealth Advisors left its Snowflake share count unchanged in Q2 2023.
Snowflake made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #682 holding.
BDO Wealth Advisors first reported a position in Snowflake in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Snowflake position peaked at $66K in Q3 2021.
977 funds tracked by Wall St. Rank held Snowflake as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.