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Capital Asset Advisory Services’s Snap-on SNA Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-208
Closed -$36K – 1374
2020
Q4 		$36K Buy
+208
New +$34.8K 0.01% 693

Other funds holding SNA

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Capital Asset Advisory Services's SNA Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Snap-on (SNA) in Q1 2021, closing a stake of 208 shares — an estimated $36K sold.

Capital Asset Advisory Services first reported a position in SNA in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 656 funds tracked by Wall St. Rank hold SNA as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Snap-on position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 208 Snap-on shares in Q1 2021, an estimated $36K.
  • Capital Asset Advisory Services first reported a position in Snap-on in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Snap-on position peaked at $36K in Q4 2020.
  • 656 funds tracked by Wall St. Rank held Snap-on as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.