BWM
SNA icon

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

Blossom 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
Q3 		– Sell
-933
Closed -$244K – 68
2024
Q2 		$244K Buy
933
+10
+1% +$2.75K 0.53% 58
2024
Q1 		$273K Sell
923
-15
-2% -$4.26K 0.66% 56
2023
Q4 		$271K Sell
938
-85
-8% -$22.9K 0.73% 52
2023
Q3 		$261K Buy
1,023
+10
+1% +$2.7K 0.84% 46
2023
Q2 		$292K Buy
1,013
+103
+11% +$26.7K 1.07% 41
2023
Q1 		$225K Buy
+910
New +$222K 0.91% 47

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blossom Wealth Management's SNA Position: Q3 2024 in Review

Blossom Wealth Management sold out of Snap-on (SNA) in Q3 2024, closing a stake of 933 shares — an estimated $244K sold.

Blossom Wealth Management first reported a position in SNA in Q1 2023 and held it in 6 quarters. The position peaked at $292K in Q2 2023. 889 funds tracked by Wall St. Rank hold SNA as of Q3 2024.

  • Blossom Wealth Management reported no remaining Snap-on position as of Q3 2024 after selling out during the quarter.
  • Blossom Wealth Management sold 933 Snap-on shares in Q3 2024, an estimated $244K.
  • Blossom Wealth Management first reported a position in Snap-on in Q1 2023 and held it in 6 quarters.
  • Blossom Wealth Management's Snap-on position peaked at $292K in Q2 2023.
  • 889 funds tracked by Wall St. Rank held Snap-on as of Q3 2024.

Based on Blossom Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.