Calton & Associates’s Snowflake SNOW Stock Holding History

Calton & Associates’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
2025 Q1	–	Sell	-2,600	Closed	-$401K	–	348
2024 Q4	$401K	Buy	+2,600	New	+$366K	0.18%	125

Other funds holding SNOW

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calton & Associates's SNOW Position: Q1 2025 in Review

Calton & Associates sold out of Snowflake (SNOW) in Q1 2025, closing a stake of 2,600 shares — an estimated $401K sold.

Calton & Associates first reported a position in SNOW in Q4 2024 and held it in 1 quarter. The position peaked at $401K in Q4 2024. 1,154 funds tracked by Wall St. Rank hold SNOW as of Q1 2025.

Calton & Associates reported no remaining Snowflake position as of Q1 2025 after selling out during the quarter.
Calton & Associates sold 2,600 Snowflake shares in Q1 2025, an estimated $401K.
Calton & Associates first reported a position in Snowflake in Q4 2024 and held it in 1 quarter.
Calton & Associates's Snowflake position peaked at $401K in Q4 2024.
1,154 funds tracked by Wall St. Rank held Snowflake as of Q1 2025.

Based on Calton & Associates's 13F filing for Q1 2025, filed 5 May 2025.