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Brass Tax Wealth Management’s Snap-on SNA Stock Holding History

Brass Tax 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
-1,750
Closed -$457K – 233
2024
Q2 		$457K Buy
+1,750
New +$481K 0.09% 103

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brass Tax Wealth Management's SNA Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of Snap-on (SNA) in Q3 2024, closing a stake of 1,750 shares — an estimated $457K sold.

Brass Tax Wealth Management first reported a position in SNA in Q2 2024 and held it in 1 quarter. The position peaked at $457K in Q2 2024. 890 funds tracked by Wall St. Rank hold SNA as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining Snap-on position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 1,750 Snap-on shares in Q3 2024, an estimated $457K.
  • Brass Tax Wealth Management first reported a position in Snap-on in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's Snap-on position peaked at $457K in Q2 2024.
  • 890 funds tracked by Wall St. Rank held Snap-on as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.