BSW Wealth Partners’s Snap SNAP Stock Holding History

BSW Wealth Partners’s Portfolio SNAP Stock Details SNAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,978	Closed	-$220K	–	271
2021 Q3	$220K	Buy	+2,978	New	+$215K	0.06%	225

Other funds holding SNAP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BSW Wealth Partners's SNAP Position: Q4 2021 in Review

BSW Wealth Partners sold out of Snap (SNAP) in Q4 2021, closing a stake of 2,978 shares — an estimated $220K sold.

BSW Wealth Partners first reported a position in SNAP in Q3 2021 and held it in 1 quarter. The position peaked at $220K in Q3 2021. 757 funds tracked by Wall St. Rank hold SNAP as of Q4 2021.

BSW Wealth Partners reported no remaining Snap position as of Q4 2021 after selling out during the quarter.
BSW Wealth Partners sold 2,978 Snap shares in Q4 2021, an estimated $220K.
BSW Wealth Partners first reported a position in Snap in Q3 2021 and held it in 1 quarter.
BSW Wealth Partners's Snap position peaked at $220K in Q3 2021.
757 funds tracked by Wall St. Rank held Snap as of Q4 2021.

Based on BSW Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.