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Brandywine Oak Private Wealth’s Snap-on SNA Stock Holding History

Brandywine Oak Private Wealth’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
2021
Q4 		– Sell
-1,137
Closed -$236K – 361
2021
Q3 		$236K Hold
1,137
– – 0.03% 301
2021
Q2 		$254K Buy
+1,137
New +$272K 0.03% 278
2021
Q1 		– Sell
-1,207
Closed -$206K – 286
2020
Q4 		$206K Sell
1,207
-413
-25% -$69K 0.03% 260
2020
Q3 		$238K Buy
+1,620
New +$235K 0.04% 226
2020
Q2 		– Sell
-1,818
Closed -$204K – 265
2020
Q1 		$204K Sell
1,818
-289
-14% -$42.7K 0.04% 205
2019
Q4 		$357K Buy
2,107
+368
+21% +$60K 0.07% 160
2019
Q3 		$272K Buy
1,739
+330
+23% +$50.7K 0.05% 180
2019
Q2 		$233K Buy
+1,409
New +$229K 0.05% 197

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brandywine Oak Private Wealth's SNA Position: Q4 2021 in Review

Brandywine Oak Private Wealth sold out of Snap-on (SNA) in Q4 2021, closing a stake of 1,137 shares — an estimated $236K sold.

Brandywine Oak Private Wealth first reported a position in SNA in Q2 2019 and held it in 8 quarters. The position peaked at $357K in Q4 2019. 722 funds tracked by Wall St. Rank hold SNA as of Q4 2021.

  • Brandywine Oak Private Wealth reported no remaining Snap-on position as of Q4 2021 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,137 Snap-on shares in Q4 2021, an estimated $236K.
  • Brandywine Oak Private Wealth first reported a position in Snap-on in Q2 2019 and held it in 8 quarters.
  • Brandywine Oak Private Wealth's Snap-on position peaked at $357K in Q4 2019.
  • 722 funds tracked by Wall St. Rank held Snap-on as of Q4 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2021, filed 7 Feb 2022.