Capital Performance Advisors’s Snap-on SNA Stock Holding History

Capital Performance 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 Q4	–	Sell	-47	Closed	-$13.6K	–	2301
2024 Q3	$13.6K	Buy	+47	New	+$13K	﹤0.01%	720

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 $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Performance Advisors's SNA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Snap-on (SNA) in Q4 2024, closing a stake of 47 shares — an estimated $13.6K sold.

Capital Performance Advisors first reported a position in SNA in Q3 2024 and held it in 1 quarter. The position peaked at $13.6K in Q3 2024. 948 funds tracked by Wall St. Rank hold SNA as of Q4 2024.

Capital Performance Advisors reported no remaining Snap-on position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 47 Snap-on shares in Q4 2024, an estimated $13.6K.
Capital Performance Advisors first reported a position in Snap-on in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Snap-on position peaked at $13.6K in Q3 2024.
948 funds tracked by Wall St. Rank held Snap-on as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.