BWM
SNOW icon

BerganKDV Wealth Management’s Snowflake SNOW Stock Holding History

BerganKDV Wealth Management’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 		$10.2K Sell
58
-112
-66% -$18.2K ﹤0.01% 551
2023
Q1 		$26.2K Buy
170
+103
+154% +$15.1K ﹤0.01% 480
2022
Q4 		$9.62K Sell
67
-41
-38% -$6.25K ﹤0.01% 580
2022
Q3 		$18K Buy
108
+5
+5% +$828 ﹤0.01% 505
2022
Q2 		$14K Buy
103
+3
+3% +$475 ﹤0.01% 539
2022
Q1 		$23K Sell
100
-5
-5% -$1.29K ﹤0.01% 499
2021
Q4 		$36K Buy
105
+58
+123% +$20.2K ﹤0.01% 468
2021
Q3 		$14K Buy
+47
New +$13.4K ﹤0.01% 587
2021
Q2 		– Sell
-80
Closed -$18K – 1009
2021
Q1 		$18K Buy
80
+40
+100% +$10.7K ﹤0.01% 498
2020
Q4 		$11K Buy
+40
New +$11.4K ﹤0.01% 562

Other funds holding SNOW

Vanguard Group
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return