CWP
SNA icon

Concord Wealth Partners’s Snap-on SNA Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-50
Closed -$11.4K – 1200
2022
Q4 		$11.4K Buy
+50
New +$11.3K ﹤0.01% 618
2022
Q3 		– Sell
-169
Closed -$33K – 986
2022
Q2 		$33K Buy
169
+26
+18% +$5.54K 0.01% 441
2022
Q1 		$29K Hold
143
– – 0.01% 555
2021
Q4 		$31K Buy
+143
New +$30.5K 0.01% 553
2021
Q3 		– Sell
-122
Closed -$27K – 1016
2021
Q2 		$27K Buy
122
+7
+6% +$1.68K 0.01% 445
2021
Q1 		$27K Buy
+115
New +$22.6K 0.01% 429

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return