Bromfield Sneider Wealth Advisors’s Snap-on SNA Stock Holding History

Bromfield Sneider Wealth Advisors’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	$40K	Hold	135	–	–	0.02%	78
2023 Q4	$39K	Hold	135	–	–	0.03%	77
2023 Q3	$34.4K	Sell	135 -50	-27%	-$13.5K	0.03%	81
2023 Q2	$53.3K	Hold	185	–	–	0.04%	68
2023 Q1	$45.7K	Hold	185	–	–	0.04%	67
2022 Q4	$42.3K	Hold	185	–	–	0.04%	65
2022 Q3	$37K	Hold	185	–	–	0.04%	63
2022 Q2	$36K	Hold	185	–	–	0.04%	69
2022 Q1	$38K	Buy	+185	New	+$39K	0.04%	76

Other funds holding SNA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's SNA Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Snap-on (SNA) position steady in Q1 2024 at 135 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #78.

Bromfield Sneider Wealth Advisors first reported a position in SNA in Q1 2022 and has held it in 9 quarters since. The position peaked at $53.3K in Q2 2023. 872 funds tracked by Wall St. Rank hold SNA as of Q1 2024.

Bromfield Sneider Wealth Advisors held 135 shares of Snap-on worth $40K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Snap-on share count unchanged in Q1 2024.
Snap-on made up 0.02% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #78 holding.
Bromfield Sneider Wealth Advisors first reported a position in Snap-on in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Snap-on position peaked at $53.3K in Q2 2023.
872 funds tracked by Wall St. Rank held Snap-on as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.