CWM
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Centricity Wealth Management’s Snap SNAP Stock Holding History

Centricity Wealth Management’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-990
Closed -$8.62K – 451
2025
Q1 		$8.62K Hold
990
– – 0.01% 332
2024
Q4 		$10.7K Buy
+990
New +$11.2K 0.01% 319

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Centricity Wealth Management's SNAP Position: Q2 2025 in Review

Centricity Wealth Management sold out of Snap (SNAP) in Q2 2025, closing a stake of 990 shares — an estimated $8.62K sold.

Centricity Wealth Management first reported a position in SNAP in Q4 2024 and held it in 2 quarters. The position peaked at $10.7K in Q4 2024. 542 funds tracked by Wall St. Rank hold SNAP as of Q2 2025.

  • Centricity Wealth Management reported no remaining Snap position as of Q2 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 990 Snap shares in Q2 2025, an estimated $8.62K.
  • Centricity Wealth Management first reported a position in Snap in Q4 2024 and held it in 2 quarters.
  • Centricity Wealth Management's Snap position peaked at $10.7K in Q4 2024.
  • 542 funds tracked by Wall St. Rank held Snap as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.