Carolina Wealth Advisors’s Snowflake SNOW Stock Holding History

Carolina Wealth Advisors’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 Q2	–	Sell	-60	Closed	-$8.77K	–	307
2025 Q1	$8.77K	Hold	60	–	–	﹤0.01%	145
2024 Q4	$9.27K	Buy	+60	New	+$8.45K	0.01%	150

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Carolina Wealth Advisors's SNOW Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Snowflake (SNOW) in Q2 2025, closing a stake of 60 shares — an estimated $8.77K sold.

Carolina Wealth Advisors first reported a position in SNOW in Q4 2024 and held it in 2 quarters. The position peaked at $9.27K in Q4 2024. 1,299 funds tracked by Wall St. Rank hold SNOW as of Q2 2025.

Carolina Wealth Advisors reported no remaining Snowflake position as of Q2 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 60 Snowflake shares in Q2 2025, an estimated $8.77K.
Carolina Wealth Advisors first reported a position in Snowflake in Q4 2024 and held it in 2 quarters.
Carolina Wealth Advisors's Snowflake position peaked at $9.27K in Q4 2024.
1,299 funds tracked by Wall St. Rank held Snowflake as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.