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BMS Financial Advisors’s Snowflake SNOW Stock Holding History

BMS Financial 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 		$256K Sell
1,455
-305
-17% -$49.6K 0.17% 101
2023
Q1 		$272K Buy
+1,760
New +$258K 0.19% 101
2022
Q4 		– Sell
-1,281
Closed -$218K – 114
2022
Q3 		$218K Buy
+1,281
New +$212K 0.15% 100

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 $5.72T 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

BMS Financial Advisors's SNOW Position: Q2 2023 in Review

BMS Financial Advisors reduced its Snowflake (SNOW) stake by 17% in Q2 2023, selling an estimated $49.6K and leaving 1,455 shares worth $256K. The position accounts for 0.17% of the portfolio, ranked #101.

BMS Financial Advisors first reported a position in SNOW in Q3 2022 and has held it in 3 quarters since. The position peaked at $272K in Q1 2023. 977 funds tracked by Wall St. Rank hold SNOW as of Q2 2023.

  • BMS Financial Advisors held 1,455 shares of Snowflake worth $256K as of Q2 2023.
  • BMS Financial Advisors sold 305 Snowflake shares in Q2 2023, an estimated $49.6K.
  • Snowflake made up 0.17% of BMS Financial Advisors's portfolio in Q2 2023, its #101 holding.
  • BMS Financial Advisors first reported a position in Snowflake in Q3 2022 and has held it in 3 quarters since.
  • BMS Financial Advisors's Snowflake position peaked at $272K in Q1 2023.
  • 977 funds tracked by Wall St. Rank held Snowflake as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.