Center for Financial Planning’s Snap-on SNA Stock Holding History

Center for Financial Planning’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
2022 Q4	–	Sell	-210	Closed	-$42K	–	647
2022 Q3	$42K	Hold	210	–	–	0.01%	225
2022 Q2	$41K	Hold	210	–	–	0.01%	235
2022 Q1	$43K	Hold	210	–	–	0.01%	243
2021 Q4	$45K	Hold	210	–	–	0.01%	242
2021 Q3	$44K	Hold	210	–	–	0.01%	234
2021 Q2	$47K	Hold	210	–	–	0.01%	226
2021 Q1	$48K	Hold	210	–	–	0.01%	212
2020 Q4	$36K	Hold	210	–	–	0.01%	232
2020 Q3	$31K	Hold	210	–	–	0.01%	222
2020 Q2	$29K	Sell	210 -56	-21%	-$7.12K	0.01%	223
2020 Q1	$29K	Buy	266 +56	+27%	+$8.27K	0.01%	222
2019 Q4	$36K	Buy	+210	New	+$34.3K	0.01%	214

Other funds holding SNA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return