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

BKM 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 Q1	–	Sell	-113	Closed	-$32.6K	–	495
2023 Q4	$32.6K	Buy	+113	New	+$30.5K	0.01%	305

Other funds holding SNA

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BKM Wealth Management's SNA Position: Q1 2024 in Review

BKM Wealth Management sold out of Snap-on (SNA) in Q1 2024, closing a stake of 113 shares — an estimated $32.6K sold.

BKM Wealth Management first reported a position in SNA in Q4 2023 and held it in 1 quarter. The position peaked at $32.6K in Q4 2023. 871 funds tracked by Wall St. Rank hold SNA as of Q1 2024.

BKM Wealth Management reported no remaining Snap-on position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 113 Snap-on shares in Q1 2024, an estimated $32.6K.
BKM Wealth Management first reported a position in Snap-on in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Snap-on position peaked at $32.6K in Q4 2023.
871 funds tracked by Wall St. Rank held Snap-on as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.