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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Center for Financial Planning's SNA Position: Q4 2022 in Review

Center for Financial Planning sold out of Snap-on (SNA) in Q4 2022, closing a stake of 210 shares — an estimated $42K sold.

Center for Financial Planning first reported a position in SNA in Q4 2019 and held it in 12 quarters. The position peaked at $48K in Q1 2021. 761 funds tracked by Wall St. Rank hold SNA as of Q4 2022.

Center for Financial Planning reported no remaining Snap-on position as of Q4 2022 after selling out during the quarter.
Center for Financial Planning sold 210 Snap-on shares in Q4 2022, an estimated $42K.
Center for Financial Planning first reported a position in Snap-on in Q4 2019 and held it in 12 quarters.
Center for Financial Planning's Snap-on position peaked at $48K in Q1 2021.
761 funds tracked by Wall St. Rank held Snap-on as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.