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Congress Wealth Management’s Snowflake SNOW Stock Holding History

Congress Wealth Management’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
2024
Q3 		– Sell
-1,941
Closed -$262K – 868
2024
Q2 		$262K Buy
1,941
+474
+32% +$70K ﹤0.01% 646
2024
Q1 		$237K Buy
1,467
+304
+26% +$58.9K ﹤0.01% 547
2023
Q4 		$232K Buy
+1,163
New +$197K ﹤0.01% 574
2023
Q3 		– Sell
-1,271
Closed -$224K – 622
2023
Q2 		$224K Sell
1,271
-489
-28% -$79.5K 0.01% 524
2023
Q1 		$272K Buy
1,760
+353
+25% +$51.8K 0.01% 496
2022
Q4 		$202K Buy
1,407
+37
+3% +$5.64K 0.01% 543
2022
Q3 		$233K Buy
+1,370
New +$227K 0.01% 504

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Congress Wealth Management's SNOW Position: Q3 2024 in Review

Congress Wealth Management sold out of Snowflake (SNOW) in Q3 2024, closing a stake of 1,941 shares — an estimated $262K sold.

Congress Wealth Management first reported a position in SNOW in Q3 2022 and held it in 7 quarters. The position peaked at $272K in Q1 2023. 982 funds tracked by Wall St. Rank hold SNOW as of Q3 2024.

  • Congress Wealth Management reported no remaining Snowflake position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 1,941 Snowflake shares in Q3 2024, an estimated $262K.
  • Congress Wealth Management first reported a position in Snowflake in Q3 2022 and held it in 7 quarters.
  • Congress Wealth Management's Snowflake position peaked at $272K in Q1 2023.
  • 982 funds tracked by Wall St. Rank held Snowflake as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.